How do I make sales invoices chargeable to a parent client for sub-clients? At the moment the first line of the invoice is for the Sub-Customer and it won't edit?

The option to modify the invoice per line item isn't available, PR4.

I have a workaround that you might want to consider. If the transaction is to billed for a different customer, you can create an invoice separately.

Then, if the invoice is for the sub-client but to be billed to the parent customer, I'll show you how:

First, you'll have to set up the account for the sub-client:

1. From the Sales tab, select Customers.
2. Click New customer.
3. Enter the necessary details.
4. Tick (✓) the Is sub-customer box.
5. Enter the parent customer, and then select Bill with parent.
6. Click Save.

Then from there, you can create an invoice for the sub-client. You can do this by clicking the New transaction button. Then, selecting Invoice.

I'm also adding this article on how to manage customer list: Manage your customer list.

Don't hesitate to post again if you have other concerns. I'm here to answer them.

Hi,

This is what I did originally, but the first line of the invoice address shows as the name of the sub client.  Even If you edit the invoice it reverts back.  I rang the helpline who spoke to the technical team who couldn’t help.

So as an example if the parent client is Apple who I want the invoices to be in the name of and  the sub client is Bravo.  The first line of the invoice says Bravo, despite the tick in the bill with client box in the customer record.  If I try and edit the first line of the invoice it reappears after I press send.

Thanks for getting back to us, PR4.

The workaround shared by my colleague above would be the best option for this transaction. Also, changing the billing address from sub-customer to parent on the invoice is possible. 

Since you're not able to do it successfully, I'd recommend doing it again privately. Here's how you can start this:

• For Chrome, press Ctrl + Shift + N.
• For Internet Explorer or Firefox, press Ctrl + Shift + P. 
• For Safari, hold down Command + Shift + N. 

If you're able to do it privately, it would be best to clear your temporary internet files or switch to a different browser. The web-browser can store information from your previously visited sites. When this get overloaded, web-based applications like QuickBooks may act unusual. 

Also, learn more about the requirements to be able to experience QBO the best way possible: System Requirements. 

 Get back to us if there's anything else we can help you while working with QuickBooks. 

Hi,

I've just tried your work around again while going private or Incognito in Chrome, it still doesn't work.

I change the billing address on the invoice, press save and it reverts back to the sub-client.

The girl tried this when I rang and couldn't get it to work either.

Any more thoughts?

Thanks for getting back, PR4,

The information entered in the Display name as field of the Customer information will always reflect in the Billing address field of invoice.

Aside from the troubleshooting steps, the workaround provided by MikiD should work. You can Copy (Ctrl + C) the parent customer name and Paste (Ctrl + V) it in the Billing address of the sub-customer's invoice. After that process, you can save the invoice again.

Otherwise, you'll need to reach out to our Customer Care Team one more time. They can create a ticket and further investigate the issue.

1. Click the Help menu in the upper-right corner and select Contact Us button.
2. Enter the details of your concern and click Let's talk.
3. Select how you want to reach them (phone or chat) and enter the necessary details.

Let us know what else you've done so we can review it on our side.