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Create invoices for a parent customer and its sub-customers in QuickBooks Online

by Intuit39 Updated about 4 hours ago

Learn how to use the bill parent customer option on your invoices.

If you'd like to make it easy for your customers to pay an invoice online, check out QuickBooks Payments rates and apply.

If a sub-customer has been set to bill their parent for any invoices, you can add charges from that sub-customer to an invoice including charges sent to the parent customer. This lets you show all the charges on the same invoice.

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Step 1: Create a delayed charge

First, create any number of delayed charges for both the parent customer and sub-customer(s).

  1. Select + New.
  2. Select Delayed charge.
  3. Select the parent customer name.
  4. Enter the charges you want for the parent customer.
  5. Select Save and new.
  6. Select the sub-customer and enter the charges you want to add.
  7. Optional: If you want to create more delayed charges, select Save and new, then select the sub-customer and enter the charges you want to add. 
  8. After adding your last charge, select Save and close instead of Save and new

Step 2: Add the charges to the invoice

Once you’ve created all the charges you want to include, create an invoice for the parent customer.

  1. Select + New.
  2. Select Invoice.
  3. Select the parent customer name. You'll see a list of charges for both the parent and sub-customer.
  4. Select Add for the charges you want to add to the invoice.
  5. Select Save and close.

The way the name appears on the invoice depends on the following:

  • If there’s a company name entered in the sub-customer info, it’ll appear on the parent invoice before the sub-customer charges.
  • If there’s no company name entered in the sub-customer info, the full name appears on the invoice before the sub-customer charges.
  • If there’s no company name or full name, the parent name, a colon, and the sub-customer name appears before and after the charges.

Note: Any customer statement created for a parent customer includes invoices for each sub-customer of that parent that has been set to Bill parent customer.

Related links

QuickBooks Online AdvancedQuickBooks Online EssentialsQuickBooks Online PlusQuickBooks Online Simple Start

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