Hello there, Kathy.
I'd like to share some insights with you on the process of sending online invoices to your sub-company known as Rugs by SLI.
To begin, we can add Rugs by LSI as a sub-customer to LSI Flooring. Make sure to enter their new banking info and email address so they'll be able to receive and pay the invoices online. This way you can track individual customers.
Let me show you how:
- Navigate to Get Paid & Pay or Sales and then Customers (Take me there).
- Click New Customer.
- Enter the sub-customer’s name and contact info.
- Choose the Is a sub-customer checkbox. This action will display a parent customer dropdown menu.
- In the Parent customer ▼dropdown, select the parent account.
- Select the Bill parent checkbox if you want to bill the sub-customer with the parent customer. Leave this unchecked if you want to bill the sub-customer themselves.
- Review each section and enter any info you need for the sub-customer.
- If the sub-customer is tax-exempt, proceed to the Additional info section and select the checkbox for This customer is tax-exempt. Then select the Reason for Exemption ▼ dropdown and choose why the customer is tax-exempt.
- Click Save.
Once you've finished the setup, you can easily send the invoices by selecting the sub-customer and initiating the process.
Moreover, I've collected some relevant articles you can use to help manage your invoices and other sales transactions in QBO:
If you have any additional questions or concerns regarding the process of sending invoices to a sub-company, please keep me updated. I'm here to assist you. Take care and stay safe!
