Setting Up a Master Customer
This process starts by creating a customer that will be the master customer. From the main screen, click customer list or files, file maintenance. Open the customer that you want to mark as the master customer.
Setting Up The "Underlings"
Once you have set up at least one master customer, you can start to assign the "Underlings" to it. Find or create the customer that you want to use then click "Bill To Other" button.
Once you select "Bill To Other", a window will open in order to select the "Bill To Other."
The "Choose Master Customer" window will then open for you to select what Master Customer you want to link to this "Underling" or "Bill To Other Customer."
On the customer screen, you will now see that the customer should be billed to another one.
Customizing the invoice in QuickBooks
When it is time to transfer the invoices to QuickBooks, you should modify the invoice so that it will show the information that qCLIPxe is pushing into it. Modify your Invoice by opening an invoice in QuickBooks and clicking on the "Customize Data Layout button."
This will open the "Basic Customization Screen."
Make sure you are on the columns tab. Add the "Other 1" in both screen and print. Change the column title to read property name. Add the "Service Date" for both screen and print.
Notice that each property name in the column and the properties are separated by a blank line.
Using Statement Charges:
You can use statement charges as well. You will need to change the customer to an "S" type on the customer screen.
Once the billing is transferred over to QuickBooks, it will send over as statement charges instead of invoices. The master customer will still be charged for the transactions but the statement charges will appear on the statement and the invoice type customers will appear as invoices. It is probably best to keep a group in the same type of billing. You do not need to modify the default statement for the statement charges to transfer correctly.