Billing Subsidiary companies in Autotask

hello in this video i'm going to talk about billing subsidiary companies one of the things you can do in order task if the subsidiary has its own contract you can choose to either bill the parent company for it or you can bill the subsidiary for its own contract so let's go through and have a look at how this works so let's start by picking a company so here we can see we have um a company name uh where we have the the head office here and we also have a subsidiary company now each one of these two have their own contracts so if we go into the main company we have a look at the contracts in here you'll see that they they have a couple of contracts so they have a fixed price contract they also have this recurring services contract the same thing will happen if we click on the subsidiary you'll see that they have their own contract as well okay so the way that autotask will treat this is if you just went ahead and built for these uh they would just build separately as two completely separate entities but you could say you know what what if i wanted to build that parent company and i want to build it for this subsidiary that's really straightforward to do so from within the subsidiary company itself if you click on the contract and we're going to options and edit contracts then what we can do down here is we can choose a billing company or a billing account so in this case i'm going to pick the the main company as the billing accounts so once i've done that i can then go into the approve and post process so if i go in and i run the approving post and i look at the recurring services what i will see in here is you can see um you know here is the the main company and this is the recurring service contract and then underneath the subsidiary company i can see that there's a support and maintenance contract for that company as well and i can see very easily that it's a subsidiary because here i can see where the parent account is listed so let's go ahead and approve and post all of these and when i prove and post them and i go into items to invoice and then i click on the preview invoice for this customer what i can see in here is i can very simply see that this is now billed to the main company and it also then breaks down on the invoice um you know who who the subsidiary company is and what all the services that they have and also gives me a list of the parent company as well so this is one way to to break this down so when you're now sending it to the main company um it can break down a list of all of these and then it groups them up as well so you can see that for the main company here it's you know seven pound sixty that we're charging and it's 255 for the subsidiary company therefore makes it 315 for both those two companies i hope that's been useful and thank you very much for watching you