How to Set Up a Master/Feeder Account Relationship

Master/Feeder relationships consolidate recurring charges from multiple accounts into a single invoice. On the "master" invoice, individual accounts are identified by name or address.

To set up a master/feeder relationship, follow these steps from the "feeder" account:

1. From the customer account, click Recurring Charges.

2. Click Insert.

3. Click the magnifying glass to select an RMR code.

4. Select or Insert the code.

5. Select the Billing Cycle. The next billing date will auto-populate.

6. Enter the Pre-Tax Amount.

7. If you are pro-rating the charge, select Y for Pro-rate and add the Proration date.

8. Click the magnifying glass for the Master Account.

9. Search for and select the master account.

10. Set 'Post Charges to Above' to YES.

11. Toggle 'Identify on Master Invoice' to either Name or Address.

    • Name: The account name will be used on the invoice.

    • Address: The site address will be used on the invoice.

12. Click OK to save the charge.