Head office billing

Many customers have branches that order and receive goods, with a head office that pays. Customry One handles this with parent accounts.

Parent and branch accounts

On a customer’s Details tab, choose its parent account, for example the head office. Tick Invoice at parent account to bill the parent.

The goods still go to the branch, and the order stays on the branch’s record. Only the invoice goes to the parent.

Who an order is billed to

Each order copies the customer’s choice as its Invoice to. Depending on your settings, you can switch an order between the branch and its parent until it’s invoiced.

On To invoice, an order billed at its parent says so: Billed to … (the parent account).

Several orders on one invoice

Customers who’d rather have one invoice a week or a month than one per order can have consolidated invoicing.

1. On To invoice, tick the orders for that account.
2. Select Start invoices.

Their despatched goods go on one draft invoice. Carriage is a line for each order.

If your company has combining turned off by default, ticking two or more orders for such an account gives you a choice: Start consolidated invoice to combine them, or Start invoices for one each.

Settings

An administrator decides how this works for your company, under Administration → Invoicing Settings:

Setting	Choices
Several orders on one invoice	Never, only customers with consolidated invoicing ticked, or any customer.
Combine ticked orders by default	On, or choose each time.
Bill at the parent account	Never, only branches with invoice at parent account ticked, or every branch.
Let each order choose who is billed	On or off.
Tick “invoice at parent account” when a parent is chosen	On or off.