Can a Child's company name be displayed in the Parent's Invoice?

Modified on: Wed, 3 Aug, 2022 at 12:51 PM

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I have Account Hierarchy enabled and would like to display the child's company name in the Parent invoice.


If you have a setup where the child account’s invoices are sent to the customer, then you can create a subscription-level custom field and input the child’s company name which will then be displayed as a part of the consolidated invoice sent to the parent. 


The current product behavior is such that the customer name is displayed as a part of the consolidated invoice, and not the child company name.

To achieve this, we have recorded a video here detailing a workaround that can be achieved by creating a subscription-level custom field-

Note: This is applicable to configurations with Account Hierarchy + Consolidated invoicing.

Related articles and Documentation

How does parent billing work when invoices are consolidated?

Consolidated invoicing set up with Account hierarchy

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