Link customers to one account

For example, if we have one customer with 50 locations, we want the ability to allocate services to each location so they appear in sub-sections of the invoice.

The purpose of this feature is to create a "main-sub" linkage between accounts to enable all service payments from sub-accounts to be transferred to a main account. Additionally, there will be a second flow where the main account can link sub-accounts without linking billing. Both individual and business profiles can serve as main and sub-accounts.

Feature Requirements:

• General Requirements:

  • Linking will only be possible through a request in the admin panel.

  • The main account can manage sub-account services.

• Aggregated Billing Mode:

  • Only recurring customers can be linked as sub-accounts with payments handled by the main account.

  • Sub-accounts must have a zero balance. Admins will manually adjust debits/credits for sub-accounts before linking.

  • Billing will be fully disabled for sub-accounts, removing access to billing visibility, payments, and financial documents.

  • Sub-accounts will follow the main account’s billing date.

  • All payments will be handled exclusively by the main account once linked.

• Separated Billing Mode:

  • Only admins and the main account will see information about the connections between the main and sub-accounts.