A parent branch can be configured to pay for all branches in its structure by choosing this option when adding the branch. To review how to add a branch, please see Client Branches.
When adding a branch the option will be available below to configure the reports ordered by this branch will be invoiced to the Parent branch or if the branch will self pay.
Existing Branches can be updated to self pay or be paid for by a parent branch shown below:
For invoices pay for by a higher branch, the Invoice that is emailed to a branch administrating client will contain the summary only.
The summary will list out each branches total:
The client has to log into their client module to view the invoice if they would like specific details. Use the My account tab> View Invoices. This view will contain links to a summary and a detail for each branch. Details will show the specifics of each search:
To learn about how this information can get exported to CSV file for easy transfer to your accounting system please see: Export Invoice Details.