Generate statements containing both parent and child invoices
It would be helpful if we can just generate one consolidated statement containing invoices from both parent and child customers, especially since we mail actual paper statements to the customers.
Comments: 3
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18 Oct, '20
Ryan McBeeGood idea. When a parent customers logs into their portal, I would like to have the ability to toggle in between the child accounts and pay child account invoices
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06 Jul, '21
Jared King AdminSince Feb 26, 2021 sub-customer transactions are included on statements. Sorry for the delayed update on this request!
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29 Jun, '22
Neeta PaiIt would be helpful if there is a option to choose to send consolidated statement or individual statements. Some of our customers don't like the consolidated statements and now there is no way to separate the invoices on the parent account statements