2014-3Q (v001):Billing Sub Accounts under a Master Account
If you have one Master account who should be invoiced for a handful of sub-accounts, it can be best achieved by following these steps:
Step One: Create accounts in SIMPLer for each of the customers involved in this master/sub relationship.
Step Two (linking accounts):
(a) Visit the Master Account page and click on Sub Accounts as shown in Fig. 1-1.
Fig. 1-1: Sub Accounts
(b) Click the ADD button in the console to commence linking a new sub-account to the master.
(c) Start typing the sub account name to link accounts together and select from a name in the database. Complete the below options as per your preference
-Synchronize Customer Status: Check this box if you wish that when the Master Account status changes (i.e moves from current to post) then the sub accounts will automatically updated to reflect the same status.
-Invoice Subaccount from Master Account: Check this box to make sure that subscriptions assigned to the sub-accounts will be billed via the master. Usage for the sub account will be tracked on the sub-account. (Recommended Option)
No proration: When a sub signs up their full invoice will go from the master account's next invoice date without prorating any amount from a previous month.
Option A: By enabling this option you will prorate the sub account’s invoice from the start date until the end of that month, and also charge for the full current month for the sub account in question. Note, only one proration option should be enabled. If you wish to charge a full amount for the sub account without prorating leave both options off.
Option B: By enabling this option you will prorate the sub account’s invoice from the start date until the end of that month. Invoice received relating to the sub account will contain only the amount from the start date to the master account invoice date. Note, only one proration option should be enabled. If you wish to charge a full amount for the sub account without prorating leave both options off.
Synchronize Usage Allowance:
End User Portal: Allow Access from Master Account: If enabled this will allow the Master end user to have access to the portal page for all associated accounts. The Sub will only have access to his/her own account. See Fig. 1-2 for more details.
Fig. 1-2: Sub-Account Options
Step Three: Setting up subscriptions.
Make sure that you have set subscriptions on both the master (for the master only) and each individual sub account page. The bill will all come from the MASTER if the "Invoice Subaccount from Master Account" was checked. Keeping the subscriptions on the sub-account page will ensure that usage, overage, etc are accurate for the individual accounts.
Subscriptions are added at the location shown in Fig. 1-3.
Fig. 1-3: Subscriptions
All subscriptions will now be billed on the MASTER account once each SUB account hits "current" status. The invoice date will be driven from the master account start date.
Step Four: Verification.
At any time, you can verify how much will be on the next invoice by visiting your master account and viewing the next invoice details, as per Fig. 1-4.
Fig. 1-4: Next Invoice Details
Under the master account subscriptions, you can see whether a subscription is billed via the MASTER or the SUB. See Fig. 1-5.
Fig. 1-5: Invoiced Under field
On the sub-account, the recurring invoice details will send you to the MASTER account, if billed from the master. See Fig. 1-6.
Fig 1-6: Sub Account Subscriptions