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Multiple Customers interconnected with multiple subcustomers

SumitGupta

Hi I have a business where I have to interconnect customers to sub customers

for eg For Customer A It can be billed to sub customers 1,2,3

and sub customers 1,2,3 can also pay for customer B, C, D

Is there any provision where while I am creating a Invoice I can choose a customer and for billing I can choose its sub customer (Sub customer can be multiple)

Thanks

Sumit

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SumitGupta

For eg My customer is A and I will supply products to A But some products for A will be paid by sub customer or agents 1,2 and 3

and same agents should be able to pay invoices for customers B, C and others

I want to do this

can I do this in reckon

i have about 300 customers and 300 agents

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Acctd4

How do they want the invoices billed - under Cust A or under one of the sub Customers/Agents ?

A workaround could be to use the shipping section to create each of the sub/agent details:

... then edit the template to use this name/address as the Bill To & change (or remove) the default Ship To template label.

SumitGupta

For One job Customer A wants three bills

one to be billed to himself A

one to be billed to Agent 1

one to billed to Agent 2

and sometimes One as Cash

Is there a way when Invoicing There is dropdown menu for bill to and I can choose between different billing addresses

If I use ship to address as billing address all the invoices will be under customer A and I won’t be able to find out which invoice was for customer and which for the agent

Acctd4

You could create each as a separate Customer:job however this could get messy quite quickly.

Where a different entity is paying, I edit the Bill To details just on the specific invoice - You could still create these in the Ship To section, just so you can select them on the invoice in order to copy & paste into the Bill To.

In this scenario, I also use the Memo - on both the invoice AND the Receive Payment - to note the payee there. That way, you can search & generate reports according to the specific payee.

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