Parent Child Account Structure

A parent-child account structures offer a streamlined solution for clients who manage multiple entities. By adding "children" to a parent account, users gain consolidated visibility, proving invaluable for individuals needing oversight across various accounts. 

• Centralized Visibility - easily view and pay all invoices across linked accounts in a single location
• Effortless Management - streamline account oversight and management

Should you add "Children" to an account, your client's will have an enhanced viewpoint and streamlined experience within the client portal. Interested in adding children to an account? Click here! 

Admin Portal

Client Portal Viewpoint

Payment Method Availability

In the event your client is leveraging bulk pay, only the parent payment methods will be available.