Changing an Invoice Group’s Master Agreement

Each Invoice Group used to synchronise invoice dates has a Master Agreement. This agreement becomes the one that all others are synchronised against, this means you don’t have to constantly update the sync date as you invoice your agreements.

1. From the home page, click the Invoices button on the toolbar
2. Click the Accounts tab
3. Seach for the invoice account that your agreement is on
4. Click the Synchronise Invoice Dates tab
5. In the top grid, select the group that your agreement is on
6. In the bottom grid, select the agreement that you want to make the master agreement
7. Click the Make Master button

The first agreement added to an invoice group will automatically be made the Master Agreement.