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Use the bill with parent option on invoices in QuickBooks Online

by Intuit Updated 1 month ago

Learn about how to use the parent billing option on your invoices.

When you create a sub-customer, you can select the Bill with parent option. This option allows you to enter charges for a parent customer and a sub-customer and have both charges appear on the same invoice.

Note: If you’re using a delayed charge, and you go to invoice and select the sub-customer name, the sub-customer billing information will be displayed. This allows you to bill the sub-customer separately if you need to.

Make the charges appear on the same invoice

To see the charges on the same invoice, you need to create delayed charges for both parent customer and sub-customer.

Notes: 

  • If you need to bill your sub-customer for a delayed charge, select their name on the invoice. It’ll display their billing info. 
  • If you only want to bill the parent customer for the sub-customer charges, make sure the sub-customer billing info is the same as the parent customer. It'll display the parent billing info when you select the sub-customer name on the invoice.

Step 1: Create a delayed charge

  1. Select + New.
  2. Select Delayed charge.
  3. Select the parent customer name.
  4. Enter the charges you want for the parent customer.
  5. Select Save and close.

Do the same steps for the sub-customer.

Step 2: Add the charges to the invoice

  1. Select + New.
  2. Select Invoice.
  3. Select the parent customer name. You'll see a list of charges for both the parent and sub-customer.
  4. Select Add for the charges you want to add to the invoice.
  5. Select Save and close.

Add two separate addresses for a sub-customer

If the sub-customer has a different address for shipping, you can add a shipping address to their profile. When you create the invoice, it’ll show both billing and shipping addresses.

Learn how the name displays on the invoice

The way the name shows on the invoice depends on the following:

  • If the Company field is filled out in the sub-customer's Customer information screen, that Company name will appear on the parent invoice above the sub-customer's charges.
  • If there is no Company entered in the sub-customer's Customer information screen, the Full Name will appear on the invoice above the sub-customer's charges.
  • If there is no Company name or Full Name (and just a Display name as defined), the Parent's name, a colon and the sub-customer's name will appear as a title and at the bottom of the charges.

Note: If you select Bill with Parent for your sub-customers, you can create a statement for the parent customer. It'll show all invoices for both the parent and the sub-customer.

Now you know how to get both customer and sub-customer charges to appear on the same invoice, and how to have two separate addresses for a sub-customer.

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