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You can manually change the company name, @evinna.
Currently, our system does not automatically use the parent company name as the billing entity when generating invoices for sub-customers. You can manually update the information in the "Bill To" section.
We recognize how this option can help you seamlessly. With this, let's submit your idea to our product engineers. It could lead to a feature enhancement, making the process more streamlined for you and other users in the future.
Here's how:
- Head to the Gear icon, then select Feedback.
- Enter your ideas in the box provided and click Next.
For future reference, you can visit these resources as a guide in handling your invoice payments and customer's balances in QuickBooks Online:
Sharing your thoughts with our product engineers will initiate a review process that could lead to valuable product enhancements. With the workaround, you can easily add your parent company name on the additional pages. If you have any questions, please ask in the comments below, and we will provide all the necessary information to address them as soon as possible.
When creating a sub-customer, you have the option to select the parent billing account. This allows you to enter charges for both the parent customer and the sub-customer, ensuring that both charges appear on the same invoice, @evinna.
To do this, make sure to select the "Bill parent customer" option in the sub-customer profile.
Here's how:
- Go to Sales from the left menu, then Customers.
- Find and open the sub-customer's profile.
- Click Edit.
- Tick the Is sub-customer box.
- Enter the parent customer, and then select Bill parent customer.
- Click Save.
Once completed, you can create an invoice for the sub-customer by clicking the New button and selecting Invoice.
Check out this link for more information about creating invoices for a parent customer and its sub-customers in QuickBooks Online.
QuickBooks also provides a link that allows you to customize reports to display a list of invoices due on a specific date.
By following the steps outlined above, you can ensure that the invoices reflect your chosen billing option for the parent customer. If you need further assistance managing parent customers. We're always here to help you.
You can manually change the company name, @evinna.
Currently, our system does not automatically use the parent company name as the billing entity when generating invoices for sub-customers. You can manually update the information in the "Bill To" section.
We recognize how this option can help you seamlessly. With this, let's submit your idea to our product engineers. It could lead to a feature enhancement, making the process more streamlined for you and other users in the future.
Here's how:
- Head to the Gear icon, then select Feedback.
- Enter your ideas in the box provided and click Next.
For future reference, you can visit these resources as a guide in handling your invoice payments and customer's balances in QuickBooks Online:
Sharing your thoughts with our product engineers will initiate a review process that could lead to valuable product enhancements. With the workaround, you can easily add your parent company name on the additional pages. If you have any questions, please ask in the comments below, and we will provide all the necessary information to address them as soon as possible.