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How can I create a project under a sub customer?

Creating a project under a sub-customer.

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Best answer April 07, 2020

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Content Creator

How can I create a project under a sub customer?

Creating a project under a sub-customer is quite simple. To do so, follow the steps below:
 
A. Creating a sub-customer.
  1. Click the Sales tab.
  2. Choose the Customers menu.
  3. Click the New customer button.
  4. Enter the appropriate details for this sub-customer.
  5. Tick the Is sub-customer box.
  6. Choose the parent customer.
  7. You may choose between Bill with parent or Bill this customer.
  8. Hit Save.
B. Turning on Projects
  1. Click the Gear icon.
  2. Select Account and Settings.
  3. Choose the Advanced tab.
  4. On the Projects section, tick the box for Use project financial tracking.
C. Creating the project under the sub-customer.
  1. Go back to the Dashboard.
  2. Proceed to the Projects tab.
  3. Click on New project button.
  4. Enter the Project Name
  5. Choose the correct Sub-customer from the Customer drop-down list.
  6. Hit Save.
If you have an existing sub-customer which you want to convert to a project, just go back to the Customers list. You should see a notification at the top of the list that says: 'Do you organise sub-customers as projects? You can convert the first level of sub-customers into their own project. Convert now.'

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Highlighted
Content Creator

How can I create a project under a sub customer?

Creating a project under a sub-customer is quite simple. To do so, follow the steps below:
 
A. Creating a sub-customer.
  1. Click the Sales tab.
  2. Choose the Customers menu.
  3. Click the New customer button.
  4. Enter the appropriate details for this sub-customer.
  5. Tick the Is sub-customer box.
  6. Choose the parent customer.
  7. You may choose between Bill with parent or Bill this customer.
  8. Hit Save.
B. Turning on Projects
  1. Click the Gear icon.
  2. Select Account and Settings.
  3. Choose the Advanced tab.
  4. On the Projects section, tick the box for Use project financial tracking.
C. Creating the project under the sub-customer.
  1. Go back to the Dashboard.
  2. Proceed to the Projects tab.
  3. Click on New project button.
  4. Enter the Project Name
  5. Choose the correct Sub-customer from the Customer drop-down list.
  6. Hit Save.
If you have an existing sub-customer which you want to convert to a project, just go back to the Customers list. You should see a notification at the top of the list that says: 'Do you organise sub-customers as projects? You can convert the first level of sub-customers into their own project. Convert now.'

View solution in original post