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Finance | Project Operations, Human Resources, ...
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Parent/Child customers relationship and its financial implications

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Hi I am wondering how to set up parent/child customers relationship in the way that all of the invoices for child customers would pay by parent customer and auto-settled at child customers level?

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  • MATTGUO Profile Picture
    22,349 Moderator on at

    Hello Yvonne,

    You need to define the relationship in global address book, then the relationship can be seen in the customer master. Refer to my screenshots.

    704461.png

    And you must define the invoice account as parent account for the child account.

    271211.png

  • Suggested answer
    Rahul Mohta Profile Picture
    21,032 on at

    Invoice account is the key to make a customer as parent and the other customer account then becomes like order account/child

    All AR would be in parent while the order would be on child

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