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onlinetutor
Level 1

Is there a way to bill two people on a single invoice? Most of my customers are married couples, and both spouses want to be on the invoice.

I'm a tutor who works with high school students. I get paid by each student's parents. In most cases, both parents want to be listed together on the invoice. I'd like to be able to get payment from either parents, whether out of joint funds or individual accounts. One way to do this might be to list married couples as a single customer, with two email addresses. (In the case of divorced parents of my students, each parent also has their own mailing and billing address.) If I can't have two people as a single customer, I'd be OK with other workarounds. As long as I could have two people on a single invoice, with two email addresses, billing addresses, etc., I'm OK doing it in whatever way works.
6 Comments 6
Archie_B
QuickBooks Team

Is there a way to bill two people on a single invoice? Most of my customers are married couples, and both spouses want to be on the invoice.

Thank you for reaching the Community, onlinetutor.

 

Let me share some idea about managing customers and invoices in QuickBooks Online.

 

I agree with your idea in adding each parent's email for them to receive the same invoice. You may also create a sub-customer and choose to Bill with parent if you want to bill the customer with the parent account, or choose Bill this customer if you want to bill sub-customer individually.

 

To add a sub-customer:

 

  1. Go to ​Get paid & pay or Sales, then ​Customers.
  2. Click on New customer.
  3. Mark the Is sub-customer checkbox.
  4. Enter the sub-customer’s info.
  5. In the Enter Parent customer ▼dropdown, select the parent account.
  6. Select Save.

 

For more details in managing customers check out this article: Add and manage customers in QuickBooks Online.

 

I've also added this link to learn more about setting up and assigning customer types in QuickBooks Online.

 

Feel free to let me know if you still need help or if you have follow-up questions about customers and invoices. I'll be happy to assist. Have a good day!

onlinetutor
Level 1

Is there a way to bill two people on a single invoice? Most of my customers are married couples, and both spouses want to be on the invoice.

Thanks for your reply!

 

Do sub-customers show up as equals on the invoice? That is, would the invoice specify who's the main customer and who's the sub-customer? For some of the families I work for, that would be important.

Archie_B
QuickBooks Team

Is there a way to bill two people on a single invoice? Most of my customers are married couples, and both spouses want to be on the invoice.

Thank you for following up, onlinetutor.

 

I'd like to share some information about sub-customers in QuickBooks Online.

 

Once you create an invoice for the sub-customer and choose to Bill with parent, both their names will appear in the invoice inside QuickBooks. 

 

However, only the sub-customer's name will show in the actual invoice. You can click on Print or Preview to see the details of your invoice. 

 

I've included this link once you're ready to receive invoice payments in QuickBooks Online.

 

I'm also adding this article if you'd like to create a more personalize sales form for your customers: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Get back to me if you still have other questions about sub-customers and invoices. I'll keep an eye on your response. Enjoy your weekend.

 

 

my-answer-is-nonsense
Level 5

Is there a way to bill two people on a single invoice? Most of my customers are married couples, and both spouses want to be on the invoice.

@onlinetutor , there is only one customer/payor field per invoice. I think that’s the best indicator that quickbooks doesn’t support two customers in one transaction. If the purpose is to send it to both parents, simply add their email addresses in the field intended for it.

Lm123
Level 1

Is there a way to bill two people on a single invoice? Most of my customers are married couples, and both spouses want to be on the invoice.

Is there a way to input into the invoice of two clients under the parent name? The invoice will only show up on one sub-customer. I cannot add two sub-customers on one invoice for a family with two children. Please make this an option. One payment for a whole family. 

katherinejoyceO
QuickBooks Team

Is there a way to bill two people on a single invoice? Most of my customers are married couples, and both spouses want to be on the invoice.

Hi there, @Lm123

 

Yes, you can have up to four levels deep for your customer's sub-account. 

 

Here's how you can add more:

 

  1. Go to Sales, then to the Customers menu.
  2. Select New customer and enter the sub customers name and contact info.
  3. Check the Is a sub-customer checkbox to display a parent customer dropdown menu, then select the parent account in the  Parent customer dropdown. 
  4. Mark the Bill parent checkbox if you want to bill the sub-customer with the parent customer. Otherwise, leave this unchecked if you want to bill the sub-customer themselves.
  5. Review each section and enter any info you need for the sub-customer.
  6. If the sub-customer is tax-exempt, go to the Additional info section and select the checkbox for This customer is tax exempt
  7. Select the Reason for exemption dropdown and choose why the customer is tax exempt, then click Save.

 

See this article for additional details on using the bill parent customer option on invoices in QuickBooks Online.

 

Feel free to message again should you have any more concerns about managing your customers. We're always here to guide. 

 

 

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