What does Bill With Parent display when creating an invoice?

If sub-customers are set to Bill With Parent, their names display differently when adding delayed or time charges. The way the name shows depends on the following:

1. If the Company Name field is filled out in the sub-customer's Customer Information screen, that Company name will appear on the parent invoice above the sub-customer's charges. 
2. If there is no Company Name entered in the sub-customer's Customer Information screen, the Full Name will appear on the invoice above the sub-customer's charges. 
3. If there is no Company Name or Full Name (and just a Display Name defined), the Parent's name, a colon and the sub-customer's name will appear as a title and at the bottom of the charges.

Please note that these rules apply only if the Description option is checkmarked in your company Preferences. 

1. Go to the "Gear" icon and click Company Settings.  
2. On the left of the screen, click Form Delivery
3. On the right, click the Customize button.
4. On the left of the screen, click Activity Table Columns.
5. On the right, click Description to mark it. 
6. Click Save.

Note:  If your sub-customers are marked, "bill with parent", then you can create a Statement for the Parent customer and it will show all invoices for both the Parent and the Subcustomer.

6272