I have approximately 885 total customers that are billed quarterly. I have set up the different memorized transactions for three different rates that I will need for them, and now I need to know how to add them all to these transactions, especially if I can do so using a filter that puts all customers with a specific partial account number, or even a specific customer type attached to them, into the memorized transactions. Or is there a better or easier way to do that? ..Also I need to be able to combine the customers' invoices from the previous quarter, whether it shows a balance or a credit- if applicable. Any help or advice would be greatly appreciated.
Thanks in advance, Chris