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Level 1

Generating individual statement for sub-customer

I have asked this question through support but I cannot get the answer. I need to create statement for parent customer and individual statement for each sub-customer. 

 

I have no problem to generate statement for parent customer. However, when I generate statement for sub-customer, there are some problems. As the sub-customer was selected as "bill with parent", when I want to create statement for the sub-customer, it showed the following sentence.

 
"1 of 1 customers have no statements for this date. Adjust the date, or click Save to create statements for the other 0. To see customers for whom statements are not generated, update the filter above the grid."
 
Nonetheless, when I select "bill with this customer", the system also deny and showed the following:
"The following error has occurred:
You cannot change who this customer bills with because there are invoices for the parent that include charges for this customer, or there are payments from the parent that pay off invoices for this customer. Delete all payments or invoices to this customer's parent which link to this customer."
 
Anyone encounter the same situation and know the solution? Thank you.
5 Comments
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Moderator

Generating individual statement for sub-customer

Hi @Ying Sun Industrial Company,

 

Thanks for reaching out.  I've done some digging into your issue and here is what I've found.  Because you are working with parent customers and sub-customers, you won't be able to generate a separate statement for the sub-customers.  All the billing is through the parent customer, so the statements are generated based on the parent. If you need statements for the individual sub-customers, the only way to do that would be to separate the sub-customers from the parent customers as their own individual customers.  I've checked with several QBO experts and there's not going to be a way around that.

 

Let me know if you have other questions.

 

thanks,

Lucas

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Level 1

Generating individual statement for sub-customer

Thanks Lucas. So how can I separate the sub-customer from the parent? When I select 'bill with this customer', error occur. Thanks a lot.

Highlighted
Moderator

Generating individual statement for sub-customer

Hi @Ying Sun Industrial Company,

 

You would have to go into the customer profile and remove the detail of it being a subcustomer.  However, this will result in an issue with invoices/payments not matching up, since they have already been processed.  What you may have to do is create a new customer, going forward, so that you can bill the customer separately.  What that means is you would have the customer listed as both a subcustomer (for the payments already made) and as a separate customer (for payments going forward).

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Level 1

Generating individual statement for sub-customer

So, I have to create two invoices for the same deal? One invoice under the separated one and another under the sub-customer? If so, it will be very inconvenient and make the payment record very confusing (the sales will be double but actually not). Thanks.

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QuickBooks Team

Generating individual statement for sub-customer

Thanks for getting back to us, Ying Sun Industrial Company.

 

Let me clear things out for you about creating a statement for your sub-customers.

 

The purpose of adding sub-customers is to make their information appear on the same invoice. And, how to have separate addresses for them.

 

When sub-customers are marked, "bill with parent", you'll only create a statement for the parent customer. It will show all invoices for both the parent and the sub-customer. And, that's why you're having those issues above.

 

I've added these handy related articles for additional information about customer statements and sub-customers:

Feel free to reach out to me for help at any point in time. Thank you and take care always!

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