Parent/Child Customer Organization for QuickBooks Online and Desktop

This feature is currently unavailable for Xero integrations.

    1.    Parent View:

      •    In Benji Pays, all invoices and transactions for the parent company, including those for sub-customers, will be rolled up and displayed in the parent company view.

    2.    Child View:

       •    To view invoices specific to a child company, select the child customer name from the customer list.

       •    The parent and child company has its own payment profiles. 

      •    Each customer, whether parent or child, has its own email address and settings. These can be accessed through the gear icon, where you can add email addresses and configure options such as apply credit memos, customer portal access, Invoice Rover, and auto processing.

However, child customers can be set up to use the parent’s payment profiles and settings, including email addresses.

Settings > Company Settings > Auto Process Settings

Once the setting has been "enabled", you can view the child customer settings by clicking the gear icon, and you will see emails coming from the parent company. 

Parent and Child company will share the email addresses and settings such as:

Emails: 

      •    Emailing a receipt

      •    Emailing an invoice

      •    Invoice Rover

Customer Settings: 

      •    Apply Credit Memos

      •    Enable Customer Portal Access

      •    Benji Pays Surcharging Enabled

      •    Enable Invoice Rover Notifications

      •    Customer Enabled for Auto Processing

If you have any questions, please contact us at [email protected]