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Payments
Hello there, JJHS Cheer.
You can follow Rustler's suggestion. You can create a dummy customer with the group name and make the members a sub-customer. This way, you won't lose their historical data.
First, let's create a dummy customer. Here's how:
- Click Sales, then go to the Customers tab.
- Click New customer, then enter a desired group name.
- Click Save.
Then, make the member a sub-customer. Here's how:
- Choose a customer, then click to open the profile.
- Click Edit.
- Put a check mark in the Is sub-customer box.
- Click the Enter parent customer drop-down arrow, then choose the group name.
- Click the Bill this parent drop-down arrow, then choose Bill this customer.
- Click Save.
I've got screenshots to guide you.
You can leave a comment below if you have more questions. We'd be happy to answer them.