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Link customers to one account

Feature RequestV5.1

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.

Posted by Vitalii Basenko (Splynx PM) ·
Status: Released8 comments

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Comments8

  • Justo

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    Feb 4, 2025

    Will this issue a separate invoice per sub account? can we have the option for that.

  • harryrobson

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    Nov 28, 2024

    This will be an essential feature for our company.

  • Jesse Archer

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    Nov 26, 2024

    Where this will be useful for us is a customer that has multiple locations - head office pays the bill but we need to deal with local contacts at each location for the support side of the service.

  • Emelia Yamson

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    Nov 3, 2024

    this is an essential need, we are having a lot of billing challenges every month

  • Ahmed Afsah Habeeb

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    Jul 17, 2024

    I also have the need for this. We have one client who runs multiple locations with us. Currently we are billing each location separately and send the bill to each location separately to one client. If this is implemented, i believe the customer would get one single invoice with all the locations along with the total sum. This would be quiet handy from a billing perspective too.

  • WISP Daniel

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    Jul 11, 2024

    I also have the need for this. One business has multiple customer accounts, with multiple services across those accounts, and they pay one sum each month, and I am not sure how to split this amount across the various accounts they have. If I just mark the total amount as paid for whatever account it is associated with, it will have a discrepancy on all the others and I will have to manually correct it each month.