Managing billing for customers with multiple locations, franchises, or corporate structures can quickly become complicated especially when payments don’t always come from the same entity being billed.
That’s exactly where National Accounts for Microsoft Dynamics 365 Business Central comes in. In our webinar, “Simplify Billing with National Accounts for Business Central,” Vice President, Cheryl Simmons, and Senior Software Developer, Bryce Andrisen, demonstrated a live walkthrough of our new Business Central app National Accounts.
Our National Accounts BC App is designed to simplify how organizations manage parent-child customer relationships, apply payments across related accounts, and gain clearer visibility into balances and activity – all while staying within Business Central’s native framework.
Do You Need National Accounts?
National Accounts is ideal for organizations that:
- Have customers that are paid for by another customer, such as corporate offices, franchises, or parent companies
- Allow child customers to pay invoices for other child customers
- Need aging, balances, or statements rolled up for a group of related customers
How National Accounts Works in Business Central
National Accounts introduces a parent and child customer relationship inside Business Central. A parent account represents the corporate or national entity, while child accounts represent individual locations, branches, or subsidiaries.
This structure allows you to manage related customers as a group while maintaining detail at the individual customer level.
Key Features of the National Accounts BC Apps
Parent and Child Account Management
- Assign child customers to a parent account
- View all related members from the parent customer card
- Maintain individual customer records while managing them as a group
Flexible Cross-Payment Application
- Apply payments across parent and child accounts
- Allow cross-payments between child customers
- Control cross-payment rules with on/off settings
Interim Transit Account for Clean Posting
An interim transit account is used to move funds properly within Business Central’s native posting framework, ensuring accurate and transparent posting.
Rolled-Up Visibility and Reporting
- Rolled-up balances across related customers
- Consolidated sales history
- Group-level statements
Credit limits remain at the individual customer level, which is important for organizations coming from Dynamics GP.
Ready to Simplify Your Billing Process?
If your organization manages complex billing across related customers, National Accounts for Business Central can help improve visibility, efficiency, and control.
Reach out to Implementation Specialists to learn more about BC National Accounts, as featured on the Microsoft Marketplace.
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