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.