Docs
account, Hierarchy, child, parent, Name, invoice, company, display, consolidate
35210624
2022-08-03T07:21:24Z
2025-02-20T05:26:54Z
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Can a Child's company name be displayed in the Parent's Invoice?
I have Account Hierarchy enabled and would like to display the child's company name in the Parent invoice.
Summary
If you have a setup where the child account's invoices are sent to the customer, then you can create a subscription-level custom field and input the child's company name which will then be displayed as a part of the consolidated invoice sent to the parent.
Solution
The current product behavior is such that the customer name is displayed as a part of the consolidated invoice, and not the child company name.
To achieve this, we have recorded a video here detailing a workaround that can be achieved by creating a subscription-level custom field- https://www.loom.com/share/4929ec11b23244cdb87a4997f0937e3c
Note: This is applicable to configurations with Account Hierarchy + Consolidated invoicing.