Parent companies

how to manage multiple customers with a single invoicing entity (parent company) breww makes it easy to manage multiple customers under a single parent company you can sync all invoices and credit notes issued to customers in a parent company to a single "customer" in your accounting software this allows you to group customer accounts in breww under the parent company group account, and is especially useful if you have a single billing entity for a group of customers set up with a direct debit mandate in your accounting software here's how to do it step 1 create a parent company go to customers > view > parent companies click the new parent company button and enter the details for the parent company step 2 add customers to the parent company go to customers and click on the customer you want to add click edit in the top right hand corner of the screen scroll down to customer details and select the parent company from the parent company field step 3 map your parent company to your accounting software go to integrations > accountancy select your accountancy platform and head to the tools tab click on the map and download customers button map the parent company to a single "customer" in your accounting software and that's it! any invoices or credit notes issued to customers in the parent company will now be synced to the parent company and to the single entity in your accounting software billing and delivery addresses parent companies give you the flexibility to decide which addresses are shown on invoices for customers within a parent company if, when creating a parent company, you check the option to "use this parent company address and name as the billing address on invoices raised to customers in this parent company" , then you will be able to retain individual customers' delivery addresses on invoices whilst having all billing addresses show the invoice address set on the parent company itself, which is practical if you are selling to a wholesaler, or pub chain where billing is handled centrally equally, if you use the parent company for accounting only but wish to have the billing and delivery address on an invoice be those set on the individual customer, then you can uncheck this box image|690x470, 75% setting if the parent company and or its sub customers receive automatic emails you can define for your parent company and its sub customers whether automatic invoice and delivery note emails should be sent setting if the parent company entity receives automatic emails the key to ensuring parent companies are only emailed when you want them is knowing that whether your parent company is emailed invoices and delivery notes automatically is defined by your account defaults if your defaults are to automatically send emails, and you do not want your parent company to receive automatic emails, you should leave the email contact for the parent company blank automatic invoice emails for parent companies the first thing you decide is whether the parent company entity itself receives invoice emails; this is decided by your account default settings for "when should breww automatically send an email with the pdf invoice attached (with the exception of siba orders)?", this is set in settings > order/invoice settings > sales order & invoice settings under the heading of invoice issuing settings whatever you set here will apply as default and determine if the parent company receives invoice emails image|690x74 if a contact email is set on the parent company, this will automatically receive emails if you use any of the "automatically send" options above; if you do not want to send automatic emails to the parent company itself, do not set a contact email , as the next settings only affect the parent company's sub customers image|690x243, 100% automatic delivery note emails for parent companies similarly to the above, if you have set in settings > email settings the option to automatically send delivery note pdf by email to customer to "automatically send when delivery is completed (sent 10 minutes after to give time for signatures to be added)" and a contact email is set on a parent company they will always receive a delivery note email image|690x326 setting if the parent company's sub customers receive automatic emails there are a couple of variables which determine if a customer in a parent company receives an email invoice whether customers receive automatic emails is typically also defined by your account defaults, but there are two things that change this the first is whether your customer is part of a parent company, in which case the parent company's automatic email settings override the account default the second is if you set a specific automatic email setting on the customers themselves, this overrides both the account default and any parent company they are a part of setting automatic email settings on a parent company when editing or creating a parent company, you will have the option to choose whether breww should "automatically email invoices to this parent company's customers" and whether breww should "automatically email delivery notes to this parent company's customers" , what you choose here will override the account defaults on whether emails should be automatically sent, but will not override what you set on the customer themselves image|690x146 ⚠️ this setting does not impact if the parent company itself receives automatic emails, this only defines whether the individual customers in the parent company will receive automatic emails parent companies are defined by your account defaults in order/invoice settings and email settings setting automatic email settings on individual customers within a parent company you can set individual customers' own automatic email settings by editing the customer and, under customer details, choosing an option for "automatically email invoices" and "automatically email delivery notes" if you choose a setting here, this will override the account default and anything set on any parent companies they are a part of image|654x500 faqs can i add a lead to a parent company? currently, parent companies can only be used to manage multiple 'customers' under the parent company; leads cannot be associated with a parent company until they are converted to a customer