Create sub-customer accounts
We need sub customer accounts with the ability to view invoices/sales, contacts, reports etc for each branch location
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Clarimar Tabares commented
Cuando estará disponible esto? es necesario por favor
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F+C commented
need this too
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Waleed commented
Support this idea we need it
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Trading Wholesale commented
Strongly support this idea
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Mini Market commented
Yes! We also need this.
This can already be done in Zoho CRM. Why can't it be done in Books also? ...and while on the topic of CRM/Books, as Lundie Pinner commented back in April 2018 "It would be nice to be able to sync the Parent/child relationship with the CRM, but ideally group all invoices at the parent level, maintaining children identities for summarization."
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Rashad commented
We need this too
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hazhoni commented
Why can we do this in CRM (make a parent account tied to sub accounts) but not books!!!! please fix asap this is something so simple and needed!
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Warwick Grace commented
Yes! We also need this.
This can already be done in Zoho CRM. Why can't it be done in Books also? ...and while on the topic of CRM/Books, as Lundie Pinner commented back in April 2018 "It would be nice to be able to sync the Parent/child relationship with the CRM, but ideally group all invoices at the parent level, maintaining children identities for summarization."
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Mohamed Elmaraghy commented
This is highly required for the SaaS providers as they mostly sell through partners not direct to the customers.
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Taras commented
Hi Guys,
Really need to have a way to assign Parent account to Child account. My scenario is we work with 3 large stores that give us their customers to do work for. When estimating or billing we are forced to manually enter emails of appropriate store's contacts in order to send them paperwork. Need to have a way to link that store to the actual customer work is being done for to auto populate contact emails to appropriate people.
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Christal commented
I agree 100% with Lundie. I have distributors and need a way to add small accounts and bill it to the distributor.
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Alec commented
Would also like to see this feature as well. We have a number of enterprise accounts where it would be easier to manage if we had this solution.
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John commented
I agree
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Dale commented
Would like this also. I have a lot of customers (apartment complexes) that have a parent company who pays the bills.
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Anonymous commented
but you can do this from zoho books customer portal function correct ?
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Hayley Rubins-Topoleski commented
We would also like this feature
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Lundie Pinner commented
It would be nice to be able to sync the Parent/child relationship with the CRM, but ideally group all invoices at the parent level, maintaining children identities for summarization.