Consolidated customer statements in Pastel Xpress V14

[Carolyn]

I work at a school and there is a requirement to send out consolidated family statements but to invoice each child separately. Is there a way to do this?

[Neville Bailey]

Hi Carolyn,

It is possible to do exactly what you have described but, unfortunately for you, this facility is only available in Pastel Partner and not in Pastel Xpress. You would then create a customer account for each family, with "sub-accounts" per child.

However, you could upgrade your Xpress package to Partner to get access to this facility. Send me an email, including your Xpress V14 base serial number, if you would like me to send you an upgrade quote.

[Carolyn]

Morning Neville,

I have now upgraded to Pastel 14 Partner. Please can you explain how to create a sub account?

[Neville Bailey]

Hi Carolyn,

Open the customer account for the family, under Edit...Customers...Accounts.

Click on the button, at the bottom left, named "Additional Delivery / Contact Details".

You can now create the first individual family member record on the next screen, which you can repeat for other family members.

When you process an invoice to an individual family member, open the family customer account on the invoice and then, in the Delivery Address box, click on the Zoom icon to look up an individual family member.

[Carolyn]

Thank you for your prompt reply.

I invoice via an excel spreadsheet that I import into my journal screen, as I get my billing information from another system. How do I choose the individual family member when I am creating my entry via a journal?

[Neville Bailey]

Unfortunately you cannot access the Additional Delivery Address via a journal - only via an invoice.