Creating parent/child customers

There may be times when you wish to set up a customer so that their invoices are directed to another customer instead, this is known as parent/child billing and is accomplishable in a couple of ways:



Setting up parent/child customers




Billingbooth supports the ability to have a "parent" or master customer which gets invoiced for all the charges of its child customers. Follow the steps outlined in the Creating and editing a customer article, paying special attention to the Billing Type field. As a reference, the parent customer you wish the invoices sent to should have their Billing Type set to Billed Directly and the child customer should have their Billing Type set to Parent Billing and then have select the parent customer as the customer to be billed in its place.


Advantages Disadvantages
More statistical data Requires adding full customer information
Easier to analyse individual customers Uses your customer limit



Using cost centres


Optimally, cost centres are better used to distinguish different teams/offices etc. than child customers, but the functionality can be used to replicate such a requirement. Cost centres allow you to create multiple cost centres on a single customer, and assign charges to those cost centres. As an example, each cost centre could be a customer's sub-account. More information on cost centres can be found in our cost centres section.


Advantages Disadvantages
Doesn't require full customer information Very little statistical data
Doesn't use customer limit Harder to analyse individual customers

Unable to use cost centres with child customer
Updated on 2017-05-09 16:40:30 +0100

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