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Autotask Parent Child Invoicing & Site-Level Grouping in Xero

Parent/Child and Multi-Site Invoicing with Autotask

Managing billing for clients with multiple locations or complex corporate structures is often time‑consuming and error‑prone. Cloud Depot streamlines this by honoring Autotask’s Parent/Child account relationships, giving you precise control over how each client or their head office receives and consolidates invoices.

1. Understanding Parent/Child Invoicing

In Autotask, you can designate an account as a "Parent" and link multiple "Child" accounts to it. Cloud Depot offers two primary ways to handle this:

  • If the child account has no active contacts the sync will look to bill to the parent account

  • Autotask child account has been configured to bill non contract items to the parent account and that option is enabled in Cloud Depot (please contact support to turn this feature on as it cannot be configured in our portal at this time.

2. Multi-Site Line Item Grouping Support from Autotask

The "Multi-Site Line Item Grouping" feature, often referred to in Autotask as Site-Level Invoicing, leverages this hierarchy by tagging every contract, service, and labour entry with the specific Child Account (Site) name. When the invoice is generated, instead of a chaotic list of all services, Autotask (and Cloud Depot) can dynamically group these items. This results in a structured invoice where each "Site" has its own dedicated section and subtotal, providing the transparency clients need to audit their departmental spending while only requiring them to process a single payment.

Cloud Depot now delivers this by automatically grouping invoice line items by Location (Site) inside Xero.

*If you have been a customer for some time, our support team may need to enable this feature on your account.