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VickiP
Level 1

What happens to sub-customers when you convert to projects? Can we still use them? Do they look the same?

 
1 Comment 1
Regina_Lend_A_Hand_Accounting
Level 9

What happens to sub-customers when you convert to projects? Can we still use them? Do they look the same?

Great question. When you setup a sub-customer you are given an option to "Bill with Parent" OR "Bill this Customer". If you choose to bill the sub-customer separately you can add a "Project" to the Sub-Customer, but if you choose to bill with the parent customer, the project can only be attached to the parent customer. 

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