<aside> 👉🏼 This article is about invoicing from the child or the parent customer in Subscript, if they belong to the same customer hierarchy. Learn more: Roll Up By Parent

</aside>

When billing your customers, Subscript’s default is to create the invoicing schedule and invoices tied to the transaction that’s associated with the customer.

The customer name, email and address are used to calculate taxes, send the invoices, and also appear in the bill-to section of your invoices. 👇🏼

You can invoice transactions from the parent customer though, if your transaction customer belongs to a parent-child hierarchy in Subscript.

To do that, follow the steps below:

1. Go to the customer page of the parent
2. Click Create Invoices in the top right of the page

1. Click 0 transaction included
2. Select all transactions you want to include in the invoice
3. Create your invoicing schedule normally — Subscript will pull the parent information to send the invoices, and also record the invoice in your General Ledger (if you use one) to the parent customer instead

👉🏼 Learn more about creating invoicing schedules here: How to create and send an invoicing schedule

<aside> 💡 Parent-child hierarchies are set in the CRM (Salesforce, Hubspot), or in Subscript directly (if you don’t have a CRM connected). Please contact our Data Solutions team if you have a custom parent-child hierarchy and want to see it mapped to Subscript.

</aside>

Using Parent Customers in Quickbooks

https://www.loom.com/share/49b32d65217c4677a0d83b2b346ff8aa