We also would like this. In QuickBooks this hierarchy is "Customer" as the parent account and "job" as the sub account. In Zoho CRM we added a custom field for it called "Parent Account" and in Books we just make sure all the billing contact information matches their corporate HQ. If you (Zoho) want to add some serious value and make yourself standout from QB desktop, implement parent child customers and allow the transfer of credit between them.

That's a great observation! The existence of a central financial office handling bill payments, while various departments or subsidiaries place orders and receive deliveries, can indeed be a complex setup. Having a parent contact with multiple children, as supported by QuickBooks or https://seguidoresmexico.com , proves to be highly useful in such scenarios. It allows for streamlined communication, efficient tracking of transactions, and better coordination between different entities within the organization. QuickBooks' feature certainly simplifies the management of finances and enhances overall operational effectiveness.

very interesting opinion

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We need this as well

This is a must have. Quickbooks has done this for years and one of the reason i will probably have to swap back to them

YES NEEDED

What kind of company doesn't respond since 2015? This is a big deal! .. I'll be leaving Zoho if we don't get some feedback here NOW!

VERY frustrating. We are liking Zoho but this basic capability not being implemented is a massive oversite. Zoho - the operating system for small business (as long as your customers only have one location and don't pay several invoices with one check, etc. etc.)

Simon commented · February 11, 2020 04:39 · Flag as inappropriate
Open since 2015? Nothing will ever happen here. :(

Anonymous commented · January 21, 2020 11:44 · Flag as inappropriate
ZOHO Please update this!! Such a hassle. Many of our customers have one AR dept that pays the bills for all locations, but they still need to track their invoices to each location.

Nick Mariano commented · January 15, 2020 17:34 · Flag as inappropriate
We also have this same problem. We need to bill the corporate office but send product to each individual location. Trying to charge credit cards multiple times to pay invoices often results in a decline due to the frequency of the charges.

It would be great to assign a billing contact to the parent and child accounts and group invoices into one payment and generate a consolidated invoice for the customer.

NEED THIS!!!!!

VERY frustrating. We are liking Zoho but this basic capability not being implemented is a massive oversite. Zoho - the operating system for small business (as long as your customers only have one location and don't pay several invoices with one check, etc. etc.)

Open since 2015? Nothing will ever happen here. :(

ZOHO Please update this!! Such a hassle. Many of our customers have one AR dept that pays the bills for all locations, but they still need to track their invoices to each location.

We also have this same problem. We need to bill the corporate office but send product to each individual location. Trying to charge credit cards multiple times to pay invoices often results in a decline due to the frequency of the charges.

It would be great to assign a billing contact to the parent and child accounts and group invoices into one payment and generate a consolidated invoice for the customer.

This is extremely important feature and required by the majority of our customers

I have many clients that have multiple departments. I need to address each estimate to the correct person in the correct department. It is embarrassing to the client and myself, that I address an estimate to an incorrect person. Unless I edit the company's primary contact on every estimate, I can not address the estimate to the appropriate person, even though the correct name is already listed as an additional contact inside Books. Please allow us to have a drop down list of contacts to choose from when we address an estimate.

Over 4 years later and this is still badly needed. I'm not sure why no one from Zoho has even commented on this.

We really need this feature as several of our customers operate this way - we have it in our main ERP system (NetSuite) and it is available in most SMB systems.

Is this feature planned to be developped ?
It could be really helpful indeed, as numerous customers/suppliers have different sites/subsidiaries but at the end the same company and one financial office.
It could also be useful to follow the turnovers figures by child and parent contacts.

Highly critical for many businesses and scenarios where this can come are are plenty

1. Dealing with a large customer where invoicing done to individual department but payment is done by a parent account.

2. Dealing with Sub-Dealers of a business/trade who have their own customers. So, invoices are for the customer. But money is paid by the Sub-Dealer.

3. SaaS tenants with their customers

And I can go on...
.

But is someone going to take this up seriously.

These many people are asking and no one from zoho team responded sofar. It would be great, If you can get this feature in place