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Customer account hierarchy

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Posted on by dynamicsnewb95

I have a scenario for child-parent customer :

Customer B is a child company of customer A. Customer A is the Corp HEADQ who does the payment for child company. However, company B requires to invoiced. How can we set this up in system?

Since company B also requires to be invoiced, we cannot set company A as invoice account.

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Gunjan Bhattachayya 35,423 on at

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Hi dynamicsnewb95,

How are you invoicing customers - using sales orders, free-text invoices or projects?

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dynamicsnewb95 on at

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Hi Gunjan Bhattachayya using sales orders and sometimes free text invoice.

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Gunjan Bhattachayya 35,423 on at

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Hi dynamicsnewb95,

In that case, you can set Customer A as the invoice account for customer B so that by default the customer A is set as the invoice account. In case you need to invoice Customer B directly, you can set the invoice account field on sales orders or free text invoices to customer B.

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André Arnaud de Cal... 301,141 Super User 2025 Season 2 on at

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Hi dynamicsnewb95,

On which customer account do you want to register the open customer transaction?

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AR-01121610-0 4,967 Moderator on at

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Hy,

using Order and Invoice Account is the best setup.

You can set this up in Master data and you can change it on Sales Order level if sometimes Customer B pays for himself.

Master data:

Customer A: no Invoice account

Customer B: Invoice Account = Account of Customer A

So any sales Order for Customer B will be defaulted with Order Account = Customer B, Invoice Account = Customer A

Sales Order for Customer A will be defaulted with Order Account and Invoice Account = Customer A

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Ties Philippi 960 on at

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Hi there,

We are missing some information here, like what is the method used for sending the invoice.

But if you are using default methods (or business document management) you could set up a specific rule in print management.

So go to print management (account receivable --> setup --> forms --> form setup --> print management). Select the document you want to use (sales order = customer invoice), right click it and select new. On the first node you have to set whether it regards regular prints or copies. Select the proper node and create a second node under it by right clicking and selecting new again.

In this node you can add filters, set a specific filter for invoice account HQ and customer account Subsidiary (in the same filter, both fields are in customer invoice journal). Then select how you want to send the document, I'll asume email here. Enter the email address of both the subsidiary and HQ manually.

Let me know if this worked for you or what your specific requirements are.

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