---
title: "How To Guide: Parent Child Customer Relationships"
url: "https://help.psarev.io/en/article/how-to-guide-parent-child-customer-relationships"
language: "en"
last_updated: "2025-10-07T19:05:40.666Z"
---

# How To Guide: Parent Child Customer Relationships

1. Introduction

![1](https://export.supademo.com/renders/dlpqjdwd2f/out.png)

2. You can add a **Parent Account** when either *creating* or *editing* a customer account.

Start typing the name or customer ID of the parent and select it from the list.

Make sure to **Save** the account.

![2](https://export.supademo.com/renders/nk9i5mmlk1/out.png)

3. Click on the **Related Accounts** tab in the *Overview* section of any customer account to view the accounts in the hierarchy.

![3](https://export.supademo.com/renders/5q3thzqt88/out.png)

4. From a child account, you can view the **Parent Account**, as well as any **Sibling Accounts** that have the same parent.

![4](https://export.supademo.com/renders/orn28gvkat/out.png)

5. Clicking on any account shown in the relationship will take you immediately to that account.

![5](https://export.supademo.com/renders/cxibx802c2/out.png)

6. Viewing the Related Accounts tab on a parent customer account will display all the **Child** **Accounts**.

Again, clicking an account listed will immediately open that customer account.

![6](https://export.supademo.com/renders/dnq4l64p2d/out.png)

7. There is a tag to indicate this is a **Child** account at the top of the customer account.

![7](https://export.supademo.com/renders/n1uccse6c2/out.png)

8. You will notice some options are not available from a child account using the **New Action** button.

Because this is a billing relationship and to avoid balance issues between the customers in the hierarchy, ***you cannot create invoices, payments, or credits on a child account***.

While you can create charges on a child account, all credits, payments, and invoices must be generated at the parent account.

![8](https://export.supademo.com/renders/8w29ary2mu/out.png)

9. Parent accounts are also tagged at the top of the account.

![9](https://export.supademo.com/renders/pt4fjts42p/out.png)

10. Parent accounts have full functionality using the **New Action** button to create payments, charges, credits, and invoices for themselves, as well as any children in the hierarchy.

![10](https://export.supademo.com/renders/0qhwppdf4n/out.png)

11. When creating a credit on a parent account, specifically tied to a particular child account, best practice is to add the information about which child the credit is tied to when entering the **Description** for the credit.

This field does display to the customer on the invoice when created.

![11](https://export.supademo.com/renders/0c6r9pjjtu/out.png)

12. Finally, when viewing the Customer List screen, the **Account Type** field will indicate if accounts are *parent*, *child*, or *standard* accounts with no relationships.

![12](https://export.supademo.com/renders/gaj9tgcavh/out.png)