How to Create Sub-Customers in Tabs

Summary / Introduction

Learn how to create sub-customers to manage multiple business locations under a single parent customer account. This feature can be particularly useful when you need to handle separate billing or organization for different locations of the same business.

Step-by-Step Instructions

1. Navigate to Customers: Click into the Customers tab in the sidebar

2. Start Creation: Click the 'Create customer' button

3. Enable Sub-Customer: Check the 'This is a sub-customer' box in the create customer popup

4. Enter Details: Fill in all required information for the sub-customer location

5. Save: Click the 'Save' button to create the sub-customer

6. Repeat: Repeat the process for each additional location

Tips & Best Practices

• Naming Convention: The system automatically uses the format `customer:sub-customer` to display the relationship between parent and sub-customers

• Organization: Create all sub-customers under the main parent account to maintain proper hierarchy and organization

• Separate Billing: Using sub-customers allows for separate invoicing for each location while maintaining the connection to the parent company