How to create separate invoices for child/sub accounts and main/parent accounts?
To create separate invoices for individual child accounts:
- Go to CustomersManage.
- On the line of the customer that you have assigned as a child account, click Manage.
- On this next screen, in the Personalization section, you will be able to change the Separate Sub/Child Invoices to Yes - Create a separate invoice on the Main/Parent Account for each Sub/Child Account.
To create separate invoices for all child accounts at once:
- Go to InvoicesSettings.
- On this next screen, in the Client Invoice Configuration section, you will be able to change the Separate Sub/Child Invoices to Yes - Create a separate invoice on the Main/Parent Account for each Sub/Child Account.
Assign Account as Child
If you have not assigned a customer account as a child/sub account yet and you are uncertain of how to do so, please check this FAQ with steps.
Create New Customer Account
If you have not created the customer account yet that will become the child/sub account, and you are uncertain of how to do this, please check this FAQ with steps.