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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 separately, or aggregate the charges to the main parent account.
  • In the main menu bar, click Customers and select the customer (parent) you wish to edit
  • Go to the Settings tab and scroll down to find the Advanced section
  • Click the + Add related entity in the bottom corner of the section. A window will appear. Once there, select the customer you wish to add. (You can add an unlimited number of entities).
Addrelatedentity
Addrelatedentity2
Once done, make sure to Confirm.