Setting Account Hierarchy Billing Preferences

Setting the default invoice owner when subscription or purchases are added to a customer at the account level allows you to quickly create invoices without having to determine the owner each time. However, this can be overridden on an individual basis.

1. On the left menu click Settings.
2. On the Setting Dashboard, click Financials.
3. On the Financials page, click Hierarchy Billing Preferences.
4. On the Hierarchy Billing Preferences page, you can set the default behaviour of subscriptions and purchases. 
   • Always invoice the parent - the charges will be applied to the parent invoice.
   • Always invoice the child - the charges will be on the customer who initiated the subscription/ purchase.
   • Ask me each time -  when an invoice is created, the user will be prompted to make a choice.
5. In the Unified Child Charges window, you can toggle visibility and column descriptions for each entity.
6. The Append Child Details toggle allows you to send the detailed PDF invoice of each child along with the invoice summary to the parent.