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Ben Leeke
December 10, 2021
Question

Multiple clients at one company - Step by Step

  • December 10, 2021
  • 1 reply
  • 0 views

Hello, I can't seem to find the answer to this question. 

 

I invoice a very large Blue Chip Company. 

I have multiple people at the co that I need to invoice separately.

Should each person have a record? Therefore, there will be multiple records of the company. This would create reporting issues when trying to see how much that company had spent with us. 

 

Or should I have one record for the company and then multiple people as subs clients? The annoying issue with this is that there does not seem to be a way of duplicating the company record and adding in the new client. 

1 reply

G
GebelAlainaM
December 10, 2021

Hi there, @Ben Leeke.
 

Let me give you the answer to your question and make sure  you can get back to business. 
 

We can set up Class to represent the people of the Company. This allows you to gain a better understanding of your sales, expenses, and profitability by business segment. 
 

When you add class make sure you you turn on class tracking, to create a class for each segment in your business. 
 

Here's how to set up class:
 

  1. Go to the Gear icon and then All Lists.
  2. Select Classes.
  3. Select New. Provide this class a name.
  4. To add a sub-class, select Is a sub-class and select the main class. You can add up to five classes.
  5. Then, select Save.
     

Once you're done setting up classes, you can now track your transactions by class. 
 

For additional help, you can also try to visit this article on how to add and manage sub customers.
 

Don't hesitate to post a reply if you have additional information and clarification on how to manage invoices. I'll be glad to assist you. Have a good day!

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