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Ability to access parent account fields on Invoice template

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Ability to access parent account fields on Invoice template

Hi there,

 we have a requirement to show information relating to the parent account on generated invoices. We work in a B2B2C model and so while the invoices are generated to the consumers, we want details of the business (their parent account) to appear such as;

  • Address
  • Phone number
  • Tax ID

so that it is a legitimate tax invoice. Currently we can only access the parent accounts name.

We have received legal advice that the invoices we are generating are not tax compliant as a result and so this is a problem. I understand that we could look at custom fields against the account for which the invoice is being generated but this is messy.