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What to do when invoices don't appear under the parent company

When subsidiary invoices don't appear under the parent company, it's usually due to incorrect settings or later-added products.

Maria Müürsepp avatar
Written by Maria Müürsepp
Updated this week

1. Check subsidiary company settings

First, check if the correct setting is selected for the subsidiary company:

  1. Go to the subsidiary company profile

  2. Open Billing settings

  3. Ensure that "Invoice to parent company" is selected

NB!: Remember whether the setting was selected before the invoice creation date.

  • If the setting was made later than the invoice date, it won't affect already created invoices

4. If the setting was made later, check that the setting is correct and save it again - click "Save"

5. Cancel and recreate the invoice:

  • Go to the parent company invoice

  • Click the three-dot menu in the upper right corner

  • Select "Void"

  • Then in the same menu select "Restore"

This will recreate the invoice with the correct settings.

What to do when subsidiary company products don't appear on parent company invoice

If you notice that some new service or product is missing from the invoice, the reason is usually that the product was created after the contract creation date.

Solution:

  1. Go to the subsidiary company billing contract and check that product are in the contract.

  2. Save the contract again (click "Save")

  3. Go to the parent company

  4. Cancel and restore the invoice (same process as described above)

After these steps, the new product should appear on the parent company invoice.

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