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C
CyberSpyder
November 17, 2021
Question

Needing to change a sub-client from "billing with parent" to "billing with client", but getting error message

  • November 17, 2021
  • 16 replies
  • 44 views
Error message: You cannot change who this client bills with because there are invoices for the parent that include charges for this client, or there are payments from the parent that pay off invoices for this client. Delete all payments or invoices to this client's parent which link to this client.

16 replies

C
CharleneMaeFQuickBooks Team
QuickBooks Team
November 18, 2021

I recognize how important it is to flawlessly change the sub-client billing option, CyberSpyder. I'm here to help you sort this out.

 

This error prompts if the transactions are under your sub-client while the payments are recorded under the parent. You'll have to ensure that there are no linked transactions on both sides before changing the type.

 

Here's how to change the customer's name on the sales transaction:

 

  1. Select Sales on the left menu and go to the All Sales tab.
  2. Open the transaction you want to update.
  3. Change the customer name and click Save and close.
  4. Click Yes to confirm the action.

 

Once done, you can now change the option to Bill this customer/client. Here's how:

 

  1. From the Sales menu, choose the Customers tab.
  2. Choose the sub-client and then click the Edit button.
  3. On the Is sub-customer section, select the Bill this customer/client option.
  4. Once done, click the Save button.

 

Additionally, I've included an article that'll help you personalize your sales forms in QuickBooks Online. This helps you add the info that matters most to your business: Customize Invoices, Estimates, and Sales Receipts.

 

I'm only a post away if you need more help in managing your sales transactions, CyberSpyder.  It's always my pleasure to help you out again.

C
CyberSpyderAuthor
November 18, 2021

I completely understand the idea behind this, but cannot understand how to make this happen.

 

  • What does “linked transactions” mean? Both sides? (<-- of what)

  • How do we know which “sales transaction” to try and change? The sub-client has many (years even) of transactions.

    • What customer’s name should be used? The only available name for that transaction is the sub-client’s name? It is already the sub-client’s name, as it should be. However, QBO shows it as “Parent | Sub-Client” – There is no Sub-Client by itself to select from in the list.

  • I’ve tried to do this, from what I can guess, but it didn’t make any difference. I still received the same error message. I changed all the November payments and invoices from the sub-client to a dummy account. Then tried to change the sub-client to bill with client, instead of parent, and still had the error which wouldn’t allow me to change the bill with option.
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