Customer hierarchy allows for the creation of an organizational structure that allows a hierarchy to be established where information between the main organization can be shared with the other, or child, organization. The following relationships are available in a customer hierarchy:
- A parent can have multiple children.
- A child can only have one parent.
- A parent's payment methods are visible and accessible to its children. This payment sharing can go up to 4 levels deep. For example, a great grandparent payment method is visible to the grandparents, parents, and all the children.
- The parent can view a unified version of their children's transactions using unified invoices.
- A parent can be specified when creating a customer.
This organization or hierarchy is useful when HQ, or Parent, has other branches, or child entities. The parent, HQ, can receive the branch invoices and be able to share the HQ payment method to pay for those branch invoices. In addition, if the child or branch is located in different locations or tax jurisdictions, these taxations will be reflected in the unified invoice. The unified invoice is an invoice that the parent receives that contains the branch subscriptions along with branch tax information. These unified invoices allow the parent to see all subscriptions from its branches that are invoiced to the parent and pay for those invoices. This allows for greater transparency and a streamlined approach to managing billing and invoicing.
Unified invoices can be sent only to a parent from a child. Unified invoices can not be sent beyond the parent hierarchy.
For more information on Unified Invoicing, see Unified Invoices.
The hierarchy allows for sharing of payment information up to four levels of hierarchy. All customers can use the shared payment method or have their own payment method to pay for subscriptions or purchases.
For more information on payment sharing, see Payment Method Sharing.
- Customer Properties: Children
- Parental Statements
- Allow Parental Access on the Client Portal to Child Invoices