Setting up Pastel 18 customer accounts

Collapse
X
 
  • Time
  • Show
Clear All
new posts
  • Munro
    New Member
    • Sep 2018
    • 2

    #1

    Setting up Pastel 18 customer accounts

    Hi. I am new here and to any sort of forum. Please I have no idea how to start a thread or whatever its called. I am trying to help my wife setup Pastel 18 for a school and what we are looking for is to be able to link 2 customer accounts or create sub accounts to a main customer account. If I am in the wrong place please could you help point me in the right direction.
  • Neville Bailey
    Diamond Member

    • Nov 2010
    • 2786

    #2
    If you are using Pastel Partner (not Pastel Xpress), you can use the "Additional Addresses" facility to create sub customer accounts, in which invoices can be addressed/sent to the sub accounts and the monthly consolidated statement can be sent to the main account.

    If you open a customer account, click on the "Additional Addresses" button at the bottom of the screen.

    This facility is not available in Xpress.
    Neville Bailey - Sage Pastel Accounting Consultant
    www.accountingsoftwaresupport.co.za
    neville@accountingsoftwaresupport.co.za
    IronTree Online Solutions

    "Give every person more in use value than you take from them in cash value."
    WALLACE WATTLES (1860-1911)

    Comment

    Working...