Child clients allow you to raise and manage tasks against individual clients; however, invoices are automatically set against the Parent client.

A Parent/Child client structure is suitable for clients with multiple branches and a head office that is responsible for accounts payable, such as a franchise business or strata management company. 

Adding a Child Client

Go to Accounts > Clients. Select the client to which you want to add a child. Scroll to Client Specific Settings and click Add Child Client. Complete the fields as if you were creating a new client. Click Save. Once saved, the child company's client card has an additional field for the parent client.

Child Client Appearance

In views where the Client selected is a Child Client (including tasks, projects, task quotes and task invoices), it will appear in the format 'Parent Client > Child Client'. For example, in the image shown: Carrgrave Facilities Maintenance > Platinum Towers.

 

 

Setting a Parent Client

The Set Parent Client function allows you assign a parent client to a child client, or move a child client from one parent client to another.

1. Go to Accounts > Clients.
2. Open the client card you wish to set a parent for.
3. In the General Settings area, click the Set Parent Client box.
4. Select a parent client.
5. Click Save.

Unlink a Parent and Child

To unlink a parent and child relationship, go to the child client card and check the Set Parent Client checkbox, click Set No Client, and Save.