How To: Roll up Child Invoices to the Parent
Edited
Learn how to roll up child invoices to a parent customer account.
Before turning on rolled up invoices, ensure that you have established a parent-child relationship. Refer to How To: Assign a Parent.
1. Navigate to Parent Customer Profile
2. Click "Child Billing"
3. Click the Edit Icon Next to "Child Invoice Rollup"
4. Turn the "Rollup Invoices" toggle on
5. Configure roll up settings and hit "Update"
Configure:
Invoice frequency
Start date for first rollup invoice
Payment options
Payment terms
Tip: Remember to hit "Update" to confirm your settings.
6. Add Additional Information (if applicable)
Add in additional fields, like purchase order or reference numbers if applicable.
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