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Create invoices for a parent customer and its sub-customers in QuickBooks Online

by Intuit•2• Updated 3 months ago

Learn how to use the bill parent customer option on your invoices.

You can set up sub-customers so the parent is billed for any invoices.  When you do that, you can show the charges for the parent customer and the charges for the sub-customer on the same invoice.

Step 1: Create a delayed charge

First, create any number of delayed charges for both the parent customer and sub-customer(s). These are the charges you’ll split between these customers.

  1. Select + New.
  2. Select Delayed charge.
  3. Select the parent customer name.
  4. Enter the charges for the parent customer.
  5. Select Save and new.
  6. Select the sub-customer and enter the charges.
  7. Optional: If you want to create more delayed charges, select Save and new, then select the sub-customer and enter the charges you want to add. 
  8. After adding your last charge, select Save and close instead of Save and new. 

Step 2: Add the charges to the invoice

Once you’ve created all the charges you want to include, create an invoice for the parent customer.

  1. Select + New.
  2. Select Invoice.
  3. Select the parent customer name. You'll see a list of charges for both the parent and sub-customer.
  4. Select Add for the charges you want to add to the invoice.
  5. Select Save and close.

The way the name appears on the invoice depends on the following:

  • If there’s a company name entered in the sub-customer info, it’ll appear on the parent invoice before the sub-customer charges.
  • If there’s no company name entered in the sub-customer info, the full name appears on the invoice before the sub-customer charges.
  • If there’s no company name or full name, the parent name, a colon, and the sub-customer name appears before and after the charges.

Related links

QuickBooks Online EssentialsQuickBooks Online PlusQuickBooks Online Simple Start