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How to group usage of each child account in the invoice template?

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How to group usage of each child account in the invoice template?

I have a parent account that has 2 child accounts and is the invoice owner of the subscription of these 2 accounts. I want to generate an invoice which would list the usage of each child account separately.

 

How should I configure the usage table in my invoice template?

 

 





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Re: How to group usage of each child account in the invoice template?

 

We now have a new feature called Group and Subtotal Usage Data in Nested Tables which could help.

 

For example, we have a parent account A00000034 with 2 child accounts: A00000065 and A00000066.

Each of the child account has subscription that have the same usage charges that are specified on the invoice owner/parent's account as A00000034.

Their usage data is as below:
Screen Shot 2016-07-19 at 9.13.04 AM.png

 

 

 

 

 

If we create an invoice template as below:

Screen Shot 2016-07-19 at 9.27.01 AM.png

  

Then after a bill run from account A00000034 with the target date of "05/01/2016" an invoice would be generated with following usage details:

Screen Shot 2016-07-19 at 9.26.34 AM.png

 

Here is the Knowledge Center document that includes more detailed description about this new feature:

 






If you found my answer helpful, please give me a kudo ↑
Help others find answers faster by accepting my post as a solution √

View solution in original post

1 REPLY 1
Highlighted
Support SME

Re: How to group usage of each child account in the invoice template?

 

We now have a new feature called Group and Subtotal Usage Data in Nested Tables which could help.

 

For example, we have a parent account A00000034 with 2 child accounts: A00000065 and A00000066.

Each of the child account has subscription that have the same usage charges that are specified on the invoice owner/parent's account as A00000034.

Their usage data is as below:
Screen Shot 2016-07-19 at 9.13.04 AM.png

 

 

 

 

 

If we create an invoice template as below:

Screen Shot 2016-07-19 at 9.27.01 AM.png

  

Then after a bill run from account A00000034 with the target date of "05/01/2016" an invoice would be generated with following usage details:

Screen Shot 2016-07-19 at 9.26.34 AM.png

 

Here is the Knowledge Center document that includes more detailed description about this new feature:

 






If you found my answer helpful, please give me a kudo ↑
Help others find answers faster by accepting my post as a solution √

View solution in original post