Customer hierarchy

SubscriptionFlow offers customer hierarchy that allows you to define a parent and child customer relationship. Invoices of child customers can be consolidated and billed to the parent.

This guide shows you how to set up customer hierarchy.

1. Login and land on the Dashboard. Click on the gear icon in the rop right to enter Administration settings. 

2. Next, click 'Preferences' under Customization.

3. From Preferences, click on Customers.

4. Scroll down to find a section on Customer Hierarchy. Use the slider bar to enable this functionality.

5. After enabling customer hierarchy, choose who pays the invoice within this hierarchy. You may choose 'Self' for each customer to pay invoices separately or 'Parent' in which case the invoices of the child customer are billed to the parent. Save changes.

6. Now go the Customers module from the dashboard. Then click the ‘+ Create Customer’ button.

7. A new page will appear, prompting you to fill in details for the new customer. To learn how to create a customer, go to this article.

8. Since Customer Hierarchy was previously enabled, you will find additional fields to select a 'Parent Customer' for this newly created customer, and 'Who Pays the Invoice?'. Let's choose the Parent Customer. Finally click 'Save'.

9. This redirects you to the newly created child customer. Here you can see that Travis Kelce is the parent customer of our newly created customer called Joe Alwyn.

10. To see customer hierarchy in action, let us create a new subscription for this customer. Click on '+ New Subscription'. 

11. To see how to create a new subscription for a customer, see this article. Click 'Save'.

12. If you navigate to the parent customer i.e. Travis Kelce, you can see all of their subscriptions including any subscriptions tied to their child customers. You should be able to see Joe Alwyn's subscriptions under Travis Kelce's account with a icon labelling them as child subscriptions. 

13. Go back to Preferences. Here you can also enable 'Consolidated Invoices'. When enabled, a single consolidated invoice for all child customers will be generated under the parent customer. Save changes.

Note: Please note that all child invoices can only be consolidated if their billing dates are identical. 

14. You may also use the slidebar to enable the 'Allow Overriding Consolidated Invoices via Customer Layout' option. When enabled, you will be able to override the consolidated invoices setting for each customer via the customer layout.

15. You also have the option of enabling 'Consolidate One-off invoices'. When enabled, one-off invoices after creation will be consolidated with the parent customers one-off invoice, but only when the status is draft for both invoices. Save your preferences. 

16. Then go back to the Customers module. Select the parent customer i.e. Travis Kelce. Here you will find the option of editing. Click on edit to consolidate the invoices.

17. After you click edit, it will take you to a new page where you can edit customer information. Scroll down to Consolidate Invoices and click ‘Allow Consolidated Invoicing’.  Save the changes. 

And that’s how you make the customer hierarchy.