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Can a Child's company name be displayed in the Parent's Invoice?

Problem Statement

I have Account Hierarchy enabled and want to show the child's company name on the parent's consolidated invoice.

Solution

By default, the customer name is shown on consolidated invoices, not the child company name. To show the child company name, create a subscription-level custom field, store the child's company name in it, and include that field on the invoice. Child invoices sent to the customer will then display the child company name on the consolidated invoice sent to the parent.

See this video for the workaround.

Note:

This applies only when Account Hierarchy and Consolidated invoicing are both enabled.

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