There are two types of customers available within the application, regular customers and master customers.
Regular Customer
A Regular customer may be residential or commercial and has between one and ten sites attached.
Master Customer
A Master Customer may be residential or commercial but typically is the commercial type. Master customers are used when you have a customer with many sites and they are all invoicing to the same address.
When creating a new customer, there is a toggle button, Master Customer? If this is set to On, this will become a Master Customer. Once the Master Customer is saved, you are able to link other customer records to this Master Customer. On the Customer setup form, is a field labeled Master Customer – this is a drop-down list showing all customers that have been setup as a Master Customer. Selecting a Master Customer from the list will link the customer to the Master Customer