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CdnRissa
June 20, 2020
Question

How can I get a sub-customer name show on the invoice for the parent customer?

  • June 20, 2020
  • 1 reply
  • 0 views
My client is selling white label services to his client's customers. He bills his client, but needs to have the sub-customers listed on the invoice details. The sub-customers are set up with Bill with Parent turned on. The deferred charges are added to the invoice fine, but there is no indication from *which* sub-customer the charges came. How can I get the sub-customer name onto the detail line on the parent invoice?

1 reply

AddieC
AddieC
June 22, 2020

Hi there, 

 

The bill with parent feature allows you to enter charges for the parent customer and the sub customer, then create the invoice later and have both the parent's and sub-customer's charges appear on the same invoice. I know how important it is to be able to specify the sub-customer on the invoice. I'd be happy to shed some light on this for you. 

 

If you're using the Delayed Charges tool, then select the sub-customer name on the invoice, the sub-customer billing information will be displayed. This allows you to bill the sub-customer separately. 

 

In order to display the sub-customer on each line item, you may decide to include this in the Description field on the invoice. The information entered there is the only way to add line-specific details. Alternatively, the Memo field below the line items will allow you to enter sub-customer information, however this won't be broken down by line item. 


For further assistance with this, check out the following articles: 

If you still need help, or if I haven't quite answered your question completely, our tech support team will take over from here. It may be necessary for an agent to take a look and see exactly how you've set up your invoices in order to provide the best solution moving forward. 

Take care.

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