Client groups
A client group puts several customers, and vendors, together. Use it for a chain of shops that each have their own account, or for companies under one owner.
Open Settings›Client Group.
Create a group
- Click New, enter the Group Name, and save.
- Click Manage Clients.
- On the left, search the Available Clients, filtered by All, Customers or Vendors. Tick the ones you want (or Select all) and click Add to group.
- To take a client out, tick it under In This Group and click Remove from group.
- Click Done.
A client belongs to one group at a time. The list shows if a client is already in another group, and adding it here moves it. You can also set the group on the customer or vendor itself (Client Group on the Additional tab).
What groups are used for
- Group reports (Reports›Client Groups): balances and statements for the whole group.
- Group payments (Sales›Group Payments): one receipt from the head office that pays invoices of several customers in the group.
Stop using a group
Turn off Active and save. Use Delete only for a group that was never used.
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