Setup
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      1. Cloud Depot Knowledge Base
      2. Product - Autotask to Xero (My Accounting Toolbox)
      3. Setup

      Autotask Parent Child Invoicing

      This article describes how parent child invoicing works with Cloud Depot and Autotask.

      In scenarios where your Autotask account has a billing parent such as your staff do work for a local branch but you are to bill to the head office our sync will bill to the head office automatically under the following scenarios:

      1. Our sync is unable to find a contact in the child account
      2. 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.)