Create a sub-account under a customer

Add an account that belongs to a larger customer, such as one store of a chain or one building of a property manager, so both are linked.

In the sidebar, open Accounts, then All Accounts, and open the larger customer (the parent). Press Actions, then Create sub-account. The new account form opens at /accounts/new with the parent already filled in.

A sub-account is a customer of its own, with its own contacts, work and invoices, that is linked to a parent account. Use it when each part of a larger customer is billed or handled separately. If the customer just has more than one address, add an account location instead (Add an account location).

Before you start

Your role needs permission to create accounts. If your plan's account limit is reached, Create sub-account is greyed out; point at it to read why.

Steps

1. Fill in the form as for any new account (Create an account).
2. Open Advanced fields to check the Parent account. It already shows the customer you started from; pick a different one if needed.
3. Press Create account.

What you see

• The new account opens. Its Account Details section shows the Parent account with a link back.
• The parent's Account Details section lists it under Sub-accounts.

If something looks different

To link an account that already exists, open it, choose Edit account from Actions, and set its Parent account.