What to do when invoices don't appear under the parent company
TL;DR: Subsidiary invoices not appearing on the parent company usually means the Invoice to parent company setting was not enabled before the invoice was created. Enable the setting, save it, then void and restore the invoice to regenerate it with the correct configuration.
Who can do this
Account administrators or managers with access to client Billing settings
Check subsidiary company settings
Open the subsidiary company profile.
Open Billing settings.
Verify that Invoice to parent company is selected.
Important: The Invoice to parent company setting must be enabled before the invoice creation date. If the setting was applied after the invoice was already created, it will not retroactively affect that invoice.
Fix invoices created before the setting was enabled
If the setting was applied after the invoice date, follow these steps:
Open the subsidiary company profile and confirm the Invoice to parent company setting is enabled.
Click Save to re-save the billing settings.
Open the parent company invoice.
Open the actions menu (three-dot icon) on the invoice.
Select Void to cancel the current invoice.
Open the actions menu again and select Restore.
This will regenerate the invoice with the correct subsidiary company settings applied.
When subsidiary products do not appear on the parent company invoice
If a new service or product is missing from the parent company invoice, the cause is usually that the product was added to the contract after the contract creation date.
Solution
Open the subsidiary company's Billing contract.
Verify that the new product is included in the contract.
Click Save to re-save the contract.
Open the parent company invoice.
Void the invoice using the actions menu (three-dot icon), then select Restore.
After these steps, the new product should appear on the parent company invoice.
Troubleshooting
Setting is enabled but invoices still do not appear: Confirm that you clicked Save after enabling the setting. Then void and restore the parent company invoice to force regeneration.
Only some subsidiary invoices are missing: Check each subsidiary individually. The Invoice to parent company setting must be enabled on every subsidiary whose invoices should roll up to the parent.
New product lines are missing after voiding and restoring: Open the subsidiary's Billing contract, confirm the product is listed, re-save the contract, and then void and restore the parent invoice again.
Voided invoice cannot be restored: If the invoice has already been exported to a bookkeeping system, it may need to be handled in the external system first. Contact Uku support for assistance with exported invoices.