Group two sample clients as parent and child.
Before you start
- Sign in as
- Sales, accounting, or owner
- Starting state
- Two clients, neither with a parent
Run the scenario
- 1SalesSettleWise · Customers · Edit Customer
On the child, choose Hierarchy parent, select the parent, and save.
Expected evidence
The parent lists the child; the child's invoices stay on the child.
Scenario completed
Child under its parent
- Client hierarchy
- Independent client→Child of a parent
If it does not match
- If the parent is not offered, it may itself have a parent; a parent cannot have one.