Parent or Umbrella company

SOLVED

Good evening,

Not sure if this is the place to ask so if not please point in the right direction. I'm looking to transfer to sage from Xero but have a query.

I have customers with multiple sites so i'm looking to add them as a "parent or umbrella" company for example

Example - One of my customers is called ABC group and they have 10 sites that we look after, for each site that an invoice is raised for it needs to show the site name but invoiced direct to the parent.

the if i produce a statement it would how ABC group - SITE 1 - £2 outstanding.

Does this make sense ?

Parents
  • +1
    verified answer

    Hi Gareth,

    When creating your customer, you can add multiple delivery addresses so that on the invoice, it would appear correctly.

    Unfortunately with regards the statement, you would need to enter in the reference on the invoice when raising it which site it would be for as the statement wouldn't be able to be split out as "Parent and Umbrella" company

    If this has answered your question please click More > Verify Answer.

    Thank you,

Reply
  • +1
    verified answer

    Hi Gareth,

    When creating your customer, you can add multiple delivery addresses so that on the invoice, it would appear correctly.

    Unfortunately with regards the statement, you would need to enter in the reference on the invoice when raising it which site it would be for as the statement wouldn't be able to be split out as "Parent and Umbrella" company

    If this has answered your question please click More > Verify Answer.

    Thank you,

Children