Sub-Customer not showing up for parent company payment

ans infusion · ‎October 17, 2022

Good Morning. I am having an issue trying to record a received payment from a parent company of several of our sub-customers. I have recorded combined payments in the past, but this is an option I just started to implement a few weeks ago. After reviewing the sub-customers' account settings, I cannot see any differences between them, but it seems like one of sub's newer invoices are not showing up to receive payment from the parent account. The sub-customer option is selected, and the Bill parent customer option is also selected. The parent company is just a "Payments Only" placeholder account, in order to not confuse my staff from creating any invoices under that account. We bill several locations of the parent company for our services, which are then processed and sent to their corporate A/P department for payment, which are then combined on one check. Previous to using the Parent option, I would log each payment individually to undeposited funds, but this is much more cumbersome, and more susceptible to errors, than using the Parent company option.

Does anyone know of any setting that may be keeping newly created invoices from not showing up for payment by the parent company?

GeorgiaC · ‎October 17, 2022

Hi ans infusion, thanks for joining the QB Community :) - are you posting the received payment as a credit to the parent company from the bank feed, to then be applied to the invoice as payment?

ans infusion · ‎October 17, 2022

Hello. I am not. I am trying to log the payment prior to the actual bank deposit

GeorgiaC · ‎October 17, 2022

Thanks ans infusion, was the invoice logged under the sub company prior to selecting the setting as 'bill parent customer'?

ans infusion · ‎October 17, 2022

This particular invoice was, but there are 3 that were entered afterwards that are not showing as well, and ther are several for other sub's that have invoices entered both beforehand and afterwards, but they are all showing.

KlentB · ‎October 17, 2022

I'll make sure that the invoices will reflect to the parent customer, ans infusion.

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

That said, you'll want to double-check your sub-customer profile to ensure that this option has been turned on. It's could be that this feature was accidentally turned off that's why the invoices aren't showing in the parent customer. You may also uncheck and then tick the Bill parent customer checkbox again to refresh it.

However, If the same thing happens, I recommend accessing your QBO account in a private window to further isolate the issue. There are times that stored cache and cookies in the browser cause strange behaviors in the program. Here are the shortcut keys:

Mozilla Firefox: Ctrl + Shift + P
Google Chrome and Microsoft Edge: Ctrl + Shift + N
Safari: Command + Option + P

Once logged in, check the invoices again. If they're now showing to the parent customer, you'll have to return to your main browser and clear the cache to get rid of the junk files. Alternatively, you can switch to other supported browsers.

I also recommend reading these articles to learn how to receive and manage invoice payments in QuickBooks Online:

Stay in touch with me if you need more help in managing your invoices and other sales transactions. I'll always have your back.

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Sub-Customer not showing up for parent company payment