QuickBooks Online: Invoicing with Parent and also Locally
In our setup, we have customers with parents that we sometimes bill with Parent and sometimes we bill locally. I wonder what's the correct way to set those customers in QBO. Do I need to create a duplicate for when I bill locally?
Use Case #1 Example: HotCustomerParent LLC * HotCustomerLocation1 (Bill wit Parent HotCustomerParent)
The original sale is billed with the parent. Then X months later, one of the location wants to purchase replacement parts and be billed locally. So, use case #2: * HotCustomerLocation1 now wants to be billed locally to HotCustomerLocation1
* HotCustomerLocation2 now wants to be billed locally to HotCustomerLocation2
To support both use cases, I can switch the setup on the customer from Bill with Parent to not Bill with Parent, but that moves all the invoices to one setup or another (for statements for example).
Alternative 1: Create them with Parent and then create another customer for Billing locally * HotCustomerLocation1 (with Parent)
Re: QuickBooks Online: Invoicing with Parent and also Locally
I understand how bill-with-parent works. My question is about the situation when you sometimes bill with parent and sometimes bill the local branch. Do I need to create two local customers? One that bill with parent and one that is billed locally? Or is there a smarter way around this without creating duplicates. I'm integrating QBO with our ERP system. In our ERP I have the freedom to have Sales Orders that are billed to parent and/or billed to the branch. I'm looking for the same flexibility in QBO ==> Invoice 1 billed with parent, Invoice 2 billed to the local branch.