It is possible to create a hierarchy between entities and associate “child” entities with a parent account. This provides a high level of customization, allowing you to either issue invoices to each entity or subsidiary separately, or aggregate the charges to the main parent account.

  • In the main menu bar, click Customers and select the customer account (parent) you wish to edit

  • Go to the Settings tab and scroll down to find the related Entities and Branches section

  • Click the + Add related entity and select the customer you wish to add. You can add unlimited number of entities.

Once done, make sure to Save.