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pdavidherrington
January 18, 2024
Question

I have a main client with several "subclients." Invoices currently go to the subclient, but I need them to go to the main client only. How can I do this?

  • January 18, 2024
  • 1 reply
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Main client is a law firm. They have sent us several cases which we identify as subclients. The invoices are currently going to the different subclients at the address of the law firm; I need the invoice to go to the main client (law firm) directly.

1 reply

JaeAnnC
JaeAnnC
January 18, 2024

Hello there, David. You can use the bill parent option on invoices in QuickBooks Online (QBO), so you can directly charge the main customer. I'll help you how.

 

When creating a sub-customer, you can enable the option to bill the parent customer. Doing so allows you to enter charges for a parent customer and a sub-customer, and display both charges on the same invoice. Here's how:

 

  1. Go to Customers & Leads and select Customers.
  2. Click the name of the sub-customer, then Edit.
  3. In the Name and Contact section, check the box for Bill parent customer.
  4. Select Save.

 

Learn more by reading this article: Use the bill parent customer option on invoices in QuickBooks Online.

 

Once you receive the payments, record them in QBO to mark the invoice as paid. 

 

Keep in touch if you have other concerns about billing the parent customer in QBO. The Community team is here to help you all the way. Take care, and have a great rest of the day.

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