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Ying Sun Industrial Company
Level 2

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.
8 Comments 8
LucasMicromatis
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

Ying Sun Industrial Company
Level 2

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.

LucasMicromatis
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).

Ying Sun Industrial Company
Level 2

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.

MaryLandT
Moderator

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!

Sucker trying to make a living
Level 1

Generating individual statement for sub-customer

So if we have different projects for the same general contractor we can't send statements for specific projects? We have to set up each project we do for the same general contractor with a separate customer profile not a sub customer???

Joesem M
Moderator

Generating individual statement for sub-customer

Thanks for joining this thread, @Sucker trying to make a living

 

I understand how the ability to send statements for specific projects with the same general contractor is beneficial to you and your business. The specific functionality that you're asking about isn't available at this time.

 

Having this feature in QBO is indeed a great idea and I’d appreciate it if you send your product suggestions straight to our Developers for consideration in future updates.

 

1. Click the Gear icon.

2. Select Feedback.

3. Enter your suggestion.Capture.PNG

4. Click Next.Capture.PNG

5. Click Skip and send a message.

6. Select a Category.

7. Click Send a message.

 

For now, I'd encourage you to visit our QuickBooks Online Blog to be updated about our latest happenings. Through this, you're able to get the newest news, features, and updates about QuickBooks Online and what our Product Care Team is working on.

 

Also, you'll want to read these articles on how these features can better assist you to run your business smoothly, check out this article: 

 

 

Please know the Community has your back. If you have additional questions, click the Reply button and post a comment. I’m here ready to assist further.

angel11
Level 2

Generating individual statement for sub-customer

Yes, this is an irreversible problem.  Sounded good at the time but cannot be undone.  I am going through this now.  What I am going to do is create a new sub-customer (not billed with parent) and migrate open invoices to it.  Once all invoices are closed under (bill w/the parent), I'll make it inactive.  

Now if we can get them to allow us to choose an email address via drop down.   we could save a ton in lost information and extra steps.  

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