---
title: "About setting up parent-child relationships"
description: "In this topic, you will read about how to set up a parent-child relationship between customer accounts when you create these accounts."
lang: en
languages:
  en: https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/manage-parent-child-relationship/about-setting-up-parent-child-relationships/index.md
lastmod: 2026-02-19
---

> Documentation index: https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/manage-parent-child-relationship/llms.txt


# About setting up parent-child relationships

Last modified February 19, 2026

> In this topic, you will read about how to set up a parent-child relationship between customer accounts when you create these accounts.


You can use this functionality if **Parent-child customer relationship** is enabled in the [Enable/disable functionalities (CS100000)](https://docs.vismasoftware.no/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/index.md) window.

## Set up the parent-child relationship

Go to the [Customers (AR303000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/customers-ar303000/index.md) window, and perform the following steps in order to configure parent-child relations between customer accounts that you are defining:

1. Set up a customer account that represents the parent company (which the organisation might refer to as the head office or main branch). In the **Parent info** section on the **Invoice settings** tab, you specify whether you need the companies to have a consolidated balance, consolidated statements, and a shared credit policy by selecting or clearing the **Consolidate balance**, **Consolidate statements**, and **Share credit policy** check boxes. The values of these check boxes will provide the default values for the corresponding check boxes of the child customer accounts.
1. Set up customer accounts that represent child companies, which are generally subsidiaries that are controlled by the parent company. During setup, for each child company, you specify the parent account in the **Parent account** field. In the **Parent info** section of the **Invoice settings** tab, you adjust the values of the **Consolidate balance**, **Consolidate statements**, and **Share credit policy** check boxes, if needed. Additionally, you can select **Consolidate invoices** if you want invoices to be sent to the parent.

> [!NOTE]
> Only a two-level hierarchy is supported. With the exception of the details described above, the setup of parent and child customer accounts does not differ from the setup of independent customer accounts. Also, you can set up a parent-child relationship between existing customer accounts.

For each parent account, you can view the list of its child accounts on the **Child accounts** tab of the [Customers (AR303000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/customers-ar303000/index.md) window.

<h2>Related pages</h2><h3>Concepts</h3>
<ul><li><a href="/visma-net-erp/help/customer-ledger/manage-parent-child-relationship/manage-parent-child-relationships-overview/index.md">Manage parent-child relationships - overview</a></li><li><a href="/visma-net-erp/help/customer-ledger/manage-parent-child-relationship/about-balance-consolidation/index.md">About balance consolidation</a></li><li><a href="/visma-net-erp/help/customer-ledger/manage-parent-child-relationship/about-credit-policy-application/index.md">About credit policy application</a></li><li><a href="/visma-net-erp/help/customer-ledger/manage-parent-child-relationship/about-removing-relationships/index.md">About removing relationships</a></li><li><a href="/visma-net-erp/help/customer-ledger/manage-credit-policy/manage-credit-policy-overview/index.md">Manage credit policy - overview</a></li><li><a href="/visma-net-erp/help/customer-ledger/manage-dunning-letters/manage-dunning-letters-overview/index.md">Manage dunning letters - overview</a></li>
</ul><h3>Windows</h3>
<ul><li><a href="/visma-net-erp/help/customer-ledger/customer-ledger-windows/customers-ar303000/index.md">Customers (AR303000)</a></li><li><a href="/visma-net-erp/help/customer-ledger/customer-ledger-windows/manage-credit-holds-ar523000/index.md">Manage credit holds (AR523000)</a></li>
</ul>


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