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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
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
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!
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).
Hope this helps!
Jennifer Reinhardt
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