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Use the bill parent customer option on invoices in QuickBooks Online

by Intuit27 Updated 5 months ago

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

When you create a sub-customer, you can select the bill parent customer option. This option lets you enter charges for a parent customer and a sub-customer, and show both charges on the same invoice.

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Make the charges appear on the same invoice

To see the charges on the same invoice, you need to create delayed charges for both parent customer and sub-customer.

Notes: 

  • If you need to bill your sub-customer for a delayed charge, select their name on the invoice. It’ll display their billing info. 
  • If you only want to bill the parent customer for the sub-customer charges, make sure the sub-customer billing info is the same as the parent customer. It'll display the parent billing info when you select the sub-customer name on the invoice.

Step 1: Create a delayed charge

  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 close.

Do the same steps for the sub-customer.

Step 2: Add the charges to the invoice

  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.

Add two separate addresses for a sub-customer

If the sub-customer has a different address for shipping, you can add a shipping address to their profile. When you create the invoice, it’ll show both billing and shipping addresses.

Learn how the name displays on the invoice

The way the name shows 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: If you select Bill parent customer for your sub-customers, you can create a statement for the parent customer. It'll show all invoices for both the parent and the sub-customer.

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