Remove a Customer from a Parent Customer

Use the Customer Properties dialog box to remove a customer from a parent customer. Use parent customers to combine invoices for multiple customers under one invoice. To invoice a subsidiary (child) customer separately, remove the customer from the parent customer group.

To remove a customer from a parent customer

1. In the Main Menu window, from the Maintenance menu, click System Codes and Settings. The Latitude Maintenance window appears.

2. In the Navigation pane, click the Customers folder.

3. Do the steps to Search for a Customer to locate and open the parent customer record.

4. Click the Invoice tab.

5. Click the Open icon . The Customer Groups dialog box appears.

6. In the Members list box, click the customer to remove and then click the left arrow to move the customer to the Available Customers list box.

7. Repeat the previous step to remove any additional customers and then click OK.

Related Topics

System Codes and Settings

System Codes

Customers

Assign a Customer to a Parent Customer

Remove a Customer from a Parent Customer