cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Have a question you would like to ask our community of experts and fellow QuickBooks Accountants and SMB's? Post a question here
QuickBooksHelp
Intuit

Use the bill with parent option on invoices in QuickBooks Online

Learn about how to use the parent billing option on your invoices.

When you create a sub-customer, you can choose the option to “bill with parent”.  This option allows you to enter charges for a parent customer and a sub-customer and have both charges appear on the same invoice.

Note: If you’re using a delayed charge, and you go to invoice and select the sub-customer name, the sub-customer billing information will be displayed. This allows you to bill the sub-customer separately if you need to.

Get both customer and sub-customer charges to appear on the same invoice

To get both parent customer and sub-customer charges to appear on the same invoice, you’ll need to create delayed charges for both customers, then add the charges to the invoice. To do this:

Create a delayed charge:

  1. Select + New.
  2. Select Delayed charge.
  3. Enter the charges you want for the parent customer.
  4. Select Save and close.
  5. Repeat the Create a delayed charge steps 1-4 for the sub-customer.

Select charges you want added to the invoice:

  1. Select + New.
  2. Select Invoice.
  3. Select the parent customer name. You'll then see a list of the charges for both the parent and sub-customer.
  4. In the Add to Invoice window, select Add for the charges you want added to the invoice. Then, follow the next steps to complete the process.
Note: If you only want to bill the parent customer for the sub-customer charges, but you don't want to use the Delayed Charges feature, enter the parent customer billing information into the sub-customer information screen. This will allow you to select the sub-customer name on the invoice and then have the parent billing information display.

Need two separate addresses for a sub-customer?

You can add a shipping address in preferences if you need to have two separate addresses for the sub-customer.

First, you'll need to turn on the shipping feature in the Sales form content section:

  1. Go to Settings ⚙️ and select Account and settings.
  2. Select Sales from the left menu to navigate to the sales settings.
  3. Select the Edit ✎ in the Sales form content section.
  4. Turn on the Shipping toggle.
  5. Select Save, then select Done.

After that you can add two separate addresses for the sub-customer:

  1. Go to Sales and select Customers.
  2. Select the sub-customer name.
  3. Select Edit.
  4. Enter the parent billing information in the Billing address field.
  5. Enter the additional address in the Shipping address field.
  6. Select Save.

When you create the invoice, both addresses will be displayed.

Name displayed on the invoice

The way the name shows depends on the following:

  • If the Company field is filled out in the sub-customer's Customer information screen, that Company name will appear on the parent invoice above the sub-customer's charges.
  • If there is no Company entered in the sub-customer's Customer information screen, the Full Name will appear on the invoice above the sub-customer's charges.
  • If there is no Company name or Full Name (and just a Display name as defined), the Parent's name, a colon and the sub-customer's name will appear as a title and at the bottom of the charges.
Note: If your sub-customers are marked, "bill with parent", then you can create a statement for the parent customer and it will show all invoices for both the parent and the sub-customer.

Now you know how to get both customer and sub-customer charges to appear on the same invoice, and how to have two separate addresses for a sub-customer.

Was this helpful?

You must sign in to vote, reply, or post