How do I set up billing to be done under the parent company?
TL;DR: Link a subsidiary client to its parent company in Uku, then configure the subsidiary's billing settings so invoices are generated under the parent company. Optionally, merge all subsidiary invoices into a single parent invoice.
Who can do this
Uku users with billing permissions and access to edit client profiles
The Billing app must be activated in your account
Background
Many companies have subsidiaries. In accounting, services are provided to both parent and subsidiary companies, but the invoice is often submitted to the parent company. Uku supports this by letting you link subsidiaries to a parent and consolidate billing.
Set up billing under the parent company
Open the subsidiary client's profile and select Edit.
In the Parent company field, choose the appropriate parent company from the list.
Save the subsidiary client profile.
Navigate to the subsidiary's Billing Settings view.
Enable the option to bill under the parent company.
(Optional) Add the ##{{original_client_name}} placeholder to subsidiary contract products. This displays the subsidiary's name on each invoice line so you can identify which charges belong to which company.
Subsidiary invoices now appear under the parent company in the billing view.
Merge subsidiary invoices into one parent invoice
If you want a single combined invoice for all subsidiaries:
Open the parent company's profile and navigate to Billing Settings.
Enable the option to create one invoice from invoices of the same period.
Each invoice line will clearly show which subsidiary client it belongs to.
Tip: Using the ##{{original_client_name}} placeholder on contract products makes consolidated invoices much easier for clients to read, as each line item is labeled with the subsidiary name.
Troubleshooting
Parent company does not appear in the dropdown: Make sure the parent company exists as a separate client in Uku before attempting to link a subsidiary.
Subsidiary invoices still appear separately: Verify that the parent company's Billing Settings has the option to merge same-period invoices enabled.
Invoice lines do not show subsidiary names: Confirm that you have added the ##{{original_client_name}} placeholder to each relevant contract product for the subsidiary.
Billing settings option is missing for the subsidiary: Ensure the Billing app is activated and that you have set the parent company in the subsidiary's edit view first.
