A master account, sometimes called a city ledger, is a pre-approved line of credit established by a customer’s Accounting or Finance team. To let a customer charge orders to a master account, configure the payment method, enable the account for the exhibitor, and authorize individual contacts.
Before you begin: The Master Account payment method must be configured in Global Settings by an administrator with appropriate access. Follow these instructions. If Master Account is not available after completing the steps below, check that the payment method has been configured.
Step 1: Enable the Exhibitor
In the exhibitor record, select Has a Master Account. This indicates that the exhibitor can use a master account.
Step 2: Authorize the Contact
Enabling a master account for an exhibitor does not authorize every contact associated with that exhibitor. For security, authorize each contact who may charge orders to the account by selecting Authorized to Bill to Master in the contact record.
Step 3: Apply a Master Account Payment
After a contact is authorized, Master Account becomes available as a payment method for that contact’s orders. To apply a payment:
- Open the order and go to Payments.
- Select Master Account in the Payment Method field.
- Enter the amount in the Payment Amount field.
- Enter the account type, property, and account number.
- Click Process.