Account Hierarchy Invoice Rollup
Understand how invoice rollup should work when child accounts are billed through a parent account, and where the current product still needs completion.
Invoice rollup is the billing pattern where activity from one or more child accounts is billed through a parent account. It is useful for multi-location or group billing scenarios where each child account needs its own operational identity, but the parent account handles payment.
Rollup Concept#
In a complete rollup workflow:
- Child accounts keep their own subscriptions, services, and operational history.
- Billing responsibility is assigned to the parent account.
- Charges from child accounts are collected into invoices owned or paid by the parent account.
- The billing team can review which child account contributed each charge.
- Payments, credits, and dunning are managed from the parent billing account.
Why Rollup Matters#
Rollup helps when one billing owner pays for several related accounts.
| Scenario | Rollup benefit |
|---|---|
| Multi-branch pet business | Each branch can have its own customer and subscription activity while head office receives the invoice. |
| Corporate customer | Departments can be tracked separately while finance pays centrally. |
| Family or group billing | Separate profiles remain visible, but one person manages payment. |
| Franchise or partnership | Operational activity can remain branch-specific while billing is consolidated. |
What to Check Before Rollup#
Before using a parent-billed structure, confirm:
- Parent and child accounts are correctly linked.
- The correct billing owner is selected.
- Subscriptions are attached to the intended account.
- Address, VAT, and tax details are correct on the billing owner.
- Dunning and invoice settings are appropriate for the parent account.
- Staff know where to review the final invoice and the underlying child account activity.
Current Product Support#
The account, subscription, and invoice models carry hierarchy-related account information. The backend also stores parent account and bill-to fields.
However, a complete invoice-rollup experience needs more than stored fields. It needs clear UI for:
- Linking and reviewing parent/child relationships.
- Previewing which child-account charges will appear on a parent invoice.
- Showing consolidated invoices with child-account breakdowns.
- Applying credits and payments at the correct billing-owner level.
- Explaining how dunning campaigns behave when the parent account owns billing.
Treat rollup as a planned feature-completeness area unless your tenant has an implementation-specific workflow already configured.
Future Implementation Checklist#
A complete rollup workflow should include:
- A hierarchy manager on the account detail page.
- Parent and child account summary cards.
- Rollup invoice preview.
- Child-account breakdown on invoice detail.
- Clear payment, credit, and refund ownership rules.
- Reporting by child account and by parent billing account.