How to change a parent-child relationship? - Account hierarchy

Modified on: Mon, 14 Jun, 2021 at 8:54 PM

Changing a parent or child is not possible directly, you will have to delete an existing relationship and create a new one.

To delete relationships, you can click the Delete icon next to the parent account's name in the Customer page.

You cannot delete a relationship if the child account has:

  • Open Quotes
  • Unpaid Invoices
  • Unbilled Charges
  • Net D Invoices
  • Invoices in dunning
M
Monica is the author of this solution article.

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