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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / CUSTOMERS - one legal ...
Small and medium business | Business Central, N...
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CUSTOMERS - one legal entity customer with three divisions - invoicing and statements

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Posted on by JH-18061029-0
Good morning,
 
Hoping someone can provide some insight for our scenario.
 
Scenario
We have one legal entity customer (ideally this will be set up as a customer).
This customer has three divisions (not separate legal companies, and all based at the same address) - division A, B & C.
 
We want all invoices raised to appear on the one legal entity customer account.
However, we want to be able to send a customer statement to each division separately, for only their invoices.
 
Is this possible?
 
Thank you in advance.
Categories:
Dynamics 365 Business Central
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  • Suggested answer
    Teagen Boll Profile Picture
    Teagen Boll 3,214 Super User 2026 Season 1 on at
    I would set each Division up as a customer and then the parent would be the bill-to customer for each division.
     
    You would create invoices and statements for each customer but the AR would be for the bill-to customer. It wouldn't surface the invoice on the parent customer which is the only gap but you can easily filter for this data based off the bill-to customer no.:
     
    Best,
    Teagen Boll
    Social: LinkedIn
     

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