Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Business Central forum / Setting a Bill-To cust...
Business Central forum

Setting a Bill-To customer, Parent/Child relationship

(0) ShareShare
ReportReport
Posted on by Tanner 360

There are certain parent/child relationships that some of our customers have, so Customer A gets billed for all invoices entered for Customer B or C.  I have found on the Sales Invoice entry window, that there is a field under Shipping/Billing that says "Bill-To" and gives the options for "Default (Customer)" or "Another Customer".  This is exactly the functionality I'm looking for, but I don't want to have to set it for every invoice manually.  I don't see a similar field on the Customer Card where I can set up Customers B and C to have a Bill-To to Customer A.  Is it possible to set a default Bill-To customer on the Customer Card so it bills the parent customer by default for all invoices entered under the child customer?

Thank you,

Tanner

Categories:
  • DLashua Profile Picture
    DLashua 650 on at
    RE: Setting a Bill-To customer, Parent/Child relationship

    Ola,

    You could update the individual invoices/orders to reflect that you want to invoice the child instead of the default parent.

  • Ola Darwish Profile Picture
    Ola Darwish 905 on at
    RE: Setting a Bill-To customer, Parent/Child relationship

    Hi Jennifer, 

    This field works perfectly fine if the relationship is parent /child and the invoicing goes to the parent.  how about if i still want to establish that relationship in the system but the invoicing would go to the child instead.

    so i have customer X as parent 

    X001 is child 1

    X002 is Child 2 

    and invoicing goes to child 1 and child 2

    how will that work in this case?

    Thanks 

    Ola

  • Tanner Profile Picture
    Tanner 360 on at
    RE: Setting a Bill-To customer, Parent/Child relationship

    I believe you are correct and that is what I was looking for.  I had seen that field prior to my question, but it was not clear what it was for.  If you are in an invoice, there is a field for "Bill-To Customer".  On the customer card, the field is just called "Customer" so I wasn't sure what its purpose was.  In any case, I went to the customer card for Customer B and put in the ID for Customer A in that field.  To verify, I chose the "Edit in Excel" button so I could view the list in Excel.  When doing that, the column in Excel is again called "Bill-To Customer" instead of just "Customer", and I was able to verify that the ID for Customer A was showing in the "Bill-To Customer" column for Customer B.  All is good, but I wish they would simply change the name of that field on the customer card to read as "Bill-To Customer" instead of just "Customer".

    Thank you for your help!

  • Verified answer
    Jennifer Reinhardt Profile Picture
    Jennifer Reinhardt on at
    RE: Setting a Bill-To customer, Parent/Child relationship

    Hello Tanner,

    Thank you for your question.  I think what you are looking for can be done here. You would set up Customer A (parent) and then you'd set up Customer B and C (children) and on the children's Customer Cards (Customer B and C), go to the Invoicing Fast Tab and click "show more" to the right, if available. Then for the Customer field select Customer A (parent).

    3730.Capture.PNG

    Hope this helps!

    Jennifer Reinhardt

    Please see our Dynamics 365 Financials Support Team Blog for helpful information:

    https://blogs.msdn.microsoft.com/dyn365finsupport/

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Coming on 11/8!

In our never-ending quest to help the Dynamics 365 Community members get answers faster …

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 293,278 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,983 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156 Moderator

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans