Learn how to bill customers together
Navigate to the Customers page
Click on the 'Actions' button in the bottom left of the page
Available information
Configure the invoicing settings for this customer
Individual invoices
will move every invoice for the current customer to the parent and invoice it under the parent configuration while keeping the content identical.Grouped
will set the current customers invoices as pending and concatenate them regularly with other children from the parent. Concatenated invoices will display one line item per children invoice with the original line items listed in description.No change
will attach the child to the parent but will not change any invoicing parameter.(Optional) Set the parent invoicing schedule
Grouped
for the child invoicing configuration, you’ll need to set the grouping schedule on the parent.To do this, go to the parent customer page, click on the dots next to “Org. based billing” and select “Children settings”.You’ll be able to select a schedule (monthly, quarterly or yearly) and the next invoicing date. From there everything will be automated, but you can adjust the next invoicing date at any time.(Optional) View the children settings
Charged on parent
and are kept in the child “Invoices” tab.
If a child invoice is pending a parent grouped invoicing, it will have the status Pending parent concat
.
Remove a child company from its parent
In the modal where you linked the child company to its parent, a red button has appeared. If you click on this button, the child company will be removed from the parent and any future invoice will stay on the child.
Invoices with the status Pending parent concat
will move back to the child to get processed.