How to setup sub customers with multi-tax level settings
A customer can have any number of sub-customers. One purpose for sub customers is to give you the ability to have a different tax level for the invoice(s) generated from a job, than the tax associated with the parent customer on the Customer Information screen.
The following are some of the primary reasons you may require Sub Contact(s) for a Customer:
A different Tax Level needs to be associated with the Invoice than the Tax level associated with the Parent Customer
Separate Billing Address is required on the Invoice than the Parent Customer. Note: You will need to have your Invoices modified to reflect this as well as your Statements.
Managing large multi Commercial Customers (i.e Municipals, Corporations)
Customer Relationship Management (CRM)
Different Tax Level needs to be associated with the Invoice than the Tax level associated with the Parent Customer
You've a customer that has properties in both Indiana and Illinois. Therefore, different Sales Tax is applicable depending on the Job Site.
Separate Billing Address is required on the Invoice than the Parent Customer
For a specific customer, you require sending the Invoices to an address different than the primary Customer's Address. This address may be the Job Site address or another address entirely.
Managing large multi Commercial Customers
Within your city, you may perform Lawn services for all the McDonald's. Instead of creating separate customers for each of the locations, you could create a Customer called McDonald's that has X number of sub customers. Note: In this case, you would still be required to create a different Job Sites for each of the locations.
In the future, we plan on giving powerful emailing capabilities for Marketing (For example, sub contacts associated with the job may receive follow-up marketing not just the email associated with the parent customer, which is why the “Set As Billing Address” is required).
Sub Customers can also be used simply to manage different points of contact for any customer. It's reasonable to assume that a Customer may have multiple points of contact (Note: This is most common for Commercial clients)..
Q: Will the Sub Customer show up on my invoices and statements?
A: Whenever invoicing (regardless of batch, contract, or single), if the sub customer is associated with the job and the “Set As Billing Address” is checked the sub contact and the parent contact will be associated with the invoice. However, your Proposal format would need to be programmatically changed to reflect this. For example, maybe you want both the Parent and the Sub Customer to show up on the invoice. We will ensure to modify our Stock Invoice, Statement formats, and E-Invoice to take into account the Sub Customers, but your custom formats will need to be modified.