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Billing Issues with large corporates HELP


kenwardc

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Hi there, Folks

 

We are moving our customers over from Optigold to WHMCS - it's slow going! ;)

 

Just come across a major problem. I have several very large corporate customers who each may have several branches.

 

One of them has services which we supply to both the main office building and to some of the trustees. This means that although all invoices are directed to the main accounts office by Email, some invoices need to be addressed to the trustee accounts.

 

The only way I can see for this to work is to create sub-accounts for each of the trustee accounts. However, because the invoices still need to be paid by the main office, they need to be sent to the same Email address that all invoices go to. Because of the limitation in WHMCS that stops duplicate Email addresses, I cannot do this.

 

How do we get around this? Has anyone else had similar problems and is there a work around for this? I'm sorta stuck halfway moving the first one of these to WHMCS and don't know how to proceed. Any help gratefully accepted.

 

Cheers

Chris

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Because you say sub-accounts, and then mention the duplicate email problem, I'm confused what you mean by sub-accounts. A sub-account is a contact (see the Contacts tab of a client) who has login privileges. A sub-account can have the same email as another primary account without causing problems. The only requirement for unique email accounts is the primary contact on each account must have a unique email address.

 

So, your options would be:

 

1. A single master account with each branch set up as a sub-account on that account with the option to receive invoices (problem would be that all branches would receive all invoices).

 

2. Multiple accounts, one for each branch, using the branch email as the primary contact, but having a sub-account/contact with the main company email to which all invoices should be sent.

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