A lot of my customers have the same account name but the ship to address is different to the billing, is there a way to add an account number column into the customers page and also have a master billing account
Hello KyleM,
Sorry no, Solar Accounts doesn't have a way to link multiple accounts to a master billing account. If it is just a different billing address for each branch of the customer, I suggest you do this:
In the Customer window click the Addresses tab and enter the primary branch address, then click the Notes tab and enter the addresses of the other branches for that customer.
In the Invoice window select the customer - this will populate the Ship To address with the primary branch address. If you are shipping to a different branch, click the little Up arrow next to the customer field and click Notes and copy the correct branch address. Then close the customer window and paste the address into the Ship To field.
Regards,
