Hi sam30,
Let's check the Bill with Parent option so you'll be able to convert your sub-customer into a project. Let me show you how:
- Click Sales, and then Customer.
- Click the sub-customer's name, then Edit.
- Under Is sub-customer section, choose Bill with parent from the drop-down.
- Click Save.
After that, let's link the sub-customer to a project. Here's how:
- Click Sales, and then Customers.
- Click the sub-customer and then click the Projects tab.
- Click the Add your first project button.
- Enter the New project information. Click Add project if you want to add a new project.
- Click Save.
I've got an article for you to read more of the FAQ's: Projects FAQs.
If there's anything else you need, don't hesitate to let me know. I'm always here for you.
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