SettleWiseClientsClient identity
CL-04Group a family

Attach a child to a parent

A family or company pays for several people who each need their own record.

Track

Client identity

Phase

Group a family

Starts with

Separate clients

Ends with

Child under its parent

You are here

CL-04
  1. CL-01Record a client
  2. CL-02Link a client to a commission partner
  3. CL-03Send invoices to the partner
  4. CL-05Read the client commercial picture

The situation

This is a real billing family, not an agency. Each person keeps their own invoices, grouped under one parent.

What starts it

Sales sets Hierarchy parent on the child client.

How it unfolds

SalesAccountingSystem
  1. 1

    Sales opens the child client

    Sales

    The parent must already exist as a client.

  2. 2

    Sales chooses Hierarchy parent and selects the parent

    Sales

    This is the key moment of the journey: the family is grouped. This is the key moment of the journey.

  3. 3

    SettleWise keeps the child as the invoice owner

    System

    Credits also stay on the child.

  4. 4

    The parent shows the child underneath and cannot be archived while it has children

    System

    Billing can later be routed to the parent's email.

Who's involved

Sales

Works with the client record and commercial decisions.

Accounting

Owns money movement, registers, and reconciliation.

System

Automates emails, matching, reminders, and sync.

What each person sees

Sales

Parent and child grouped in Customers.

Why: See the family together.

Accounting

Invoices still on the child.

Why: Match money to the right invoice.

The rule to remember

A parent groups a real billing family. Agencies are partners, not parents.