Symptoms:

I have a customer that needs to be master billed, but they carry a balance at the moment. What do I do?

Resolution:

1. Create an adjustment to the sub account to put thier balance back to 0.00. Post it, then go make the account master billed. Then go create an adjustment to the sub account again, charging them back the same $ amount. This time when posted it goes up to the master account.

2. Set up a charge code (if you dont have one already) for Master/Sub transfers (misc charge code). In Branch Setup, on the Accounting Tab, there is a Sub/Master Merge field. Input this charge code in there. Then go to the sub account, select them to be master billed and it will ask if you want to transfer the balance, select YES. It will automatically create invoices to put the sub account at 0.00 and transfer the open