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Intuit

What does the bill with parent feature let you do on invoices?

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.

Note: If you are using the Delayed Charges feature, 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 the need arises.

Get both customer and sub-customer charges to appear on the same invoice

There are two ways to get both customer and sub-customer charges to appear on the same invoice:

Create a delayed charge:

  1. Select the + New button.
  2. Select Delayed Charge.
  3. Enter the charges you want for the customer and sub-customer.

Select charges you want added to the invoice:

  1. Select the + New button.
  2. Under Customers, choose Invoice.
  3. Select the customer name. You will then see a list of the charges for both the customer and sub-customer.
  4. Put a check mark on the charges you want added to the invoice.
Note: If you only want to bill the parent customer for the sub-customer charges, but you don't want to use the Delayed Charges feature, enter the parent customer billing information into the sub-customer information screen. This will allow you to select the sub-customer name on the invoice and then have the parent billing information display.

Need two separate addresses for a sub-customer?

You can add a shipping address in preferences if you need to have two separate addresses for the sub-customer.

First you will need to turn on the shipping feature in the Sales form content section:

  1. Go to Settings ⚙️.
  2. Select Account and Settings.
  3. Select Sales from the left menu to navigate to the sales settings
  4. Select the edit (pencil) icon in the Sales form content section.
  5. Put a tick in the Shipping box.
  6. Select Save.
  7. Select Done.

After that you can add two separate addresses for the sub-customer:

  1. Go to Sales, then select Customers.
  2. Select the sub-customer name.
  3. Select Edit.
  4. Enter the parent billing information in the Billing Address field.
  5. Enter the additional address in the Shipping Address field.
  6. Select Save.

When you create the invoice, both addresses will be displayed.

Name displayed on the invoice

The way the name shows depends on the following:

    • If the Company Name 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 Name 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 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 your sub-customers are marked, "bill with parent", then you can create a statement for the parent customer and it will 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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