# Work with Customer Records > **Source**: [Chargebee](https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records) > >

Understand how customer records work in Chargebee.

## Browse Collection 1. [Everything You Can Do on a Customer Record in Chargebee](https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/4aVFMjll9zw-everything-you-can-do-on-a-customer-record-in-chargebee.md) (Video) 2. [Auto-Collections for Timely Payments](https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/yhDHW6QVS0I-auto-collections-for-timely-payments.md) (Video) 3. [How to Add One-Time Addons and Quick Charges?](https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/y3ZiI3Kq0Vk-how-to-add-one-time-addons-and-quick-charges.md) (Video) 4. [How to Link Parent and Child Accounts for Easy Billing?](https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/CqbtrdjwEjc-how-to-link-parent-and-child-accounts-for-easy-billing.md) (Video) --- # VIDEO: How to Link Parent and Child Accounts for Easy Billing? ## METADATA - id: ZY6WM9HUCOByJrYB9PRLrA - type: video - source: Chargebee - content_url: https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/CqbtrdjwEjc-how-to-link-parent-and-child-accounts-for-easy-billing - collection_url: https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records ## TRANSCRIPT - time: 00:00 url: https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/CqbtrdjwEjc-how-to-link-parent-and-child-accounts-for-easy-billing?start_time=0 text: In this video, let's see how to add a parent to a customer record in Chargebee. - time: 00:04 url: https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/CqbtrdjwEjc-how-to-link-parent-and-child-accounts-for-easy-billing?start_time=4 text: As a merchant, you might have multiple customers belonging to the same organization. - time: 00:10 url: https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/CqbtrdjwEjc-how-to-link-parent-and-child-accounts-for-easy-billing?start_time=10 text: The subscription of these customers can be maintained individually - time: 00:14 url: https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/CqbtrdjwEjc-how-to-link-parent-and-child-accounts-for-easy-billing?start_time=14 text: or by the parent organization. - time: 00:17 url: https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/CqbtrdjwEjc-how-to-link-parent-and-child-accounts-for-easy-billing?start_time=17 text: Chargebee's account hierarchy feature helps you establish a parent child relationship between different customer accounts. - time: 00:24 url: https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/CqbtrdjwEjc-how-to-link-parent-and-child-accounts-for-easy-billing?start_time=24 text: This feature is only available in Enterprise plans. - time: 00:28 url: https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/CqbtrdjwEjc-how-to-link-parent-and-child-accounts-for-easy-billing?start_time=28 text: Let's see how we can enable account hierarchy before we proceed to adding a parent to a customer record. - time: 00:37 url: https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/CqbtrdjwEjc-how-to-link-parent-and-child-accounts-for-easy-billing?start_time=37 text: Move to Settings, click on Configure Chargebee, open Billing Logic, and click on Account Hierarchy. - time: 00:46 url: https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/CqbtrdjwEjc-how-to-link-parent-and-child-accounts-for-easy-billing?start_time=46 text: Now click Enable. - time: 00:47 url: https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/CqbtrdjwEjc-how-to-link-parent-and-child-accounts-for-easy-billing?start_time=47 text: Chargebee offers two modes. One is the basic mode, and the second is the advanced mode. - time: 00:53 url: https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/CqbtrdjwEjc-how-to-link-parent-and-child-accounts-for-easy-billing?start_time=53 text: The basic mode is very straightforward with respect to the parent and child access permissions. - time: 00:59 url: https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/CqbtrdjwEjc-how-to-link-parent-and-child-accounts-for-easy-billing?start_time=59 text: Whereas the advanced mode helps you customize the access permissions based on who the payment owner is, whether it - time: 01:05 url: https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/CqbtrdjwEjc-how-to-link-parent-and-child-accounts-for-easy-billing?start_time=65 text: is the parent or the child. - time: 01:07 url: https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/CqbtrdjwEjc-how-to-link-parent-and-child-accounts-for-easy-billing?start_time=67 text: Let's switch to basic mode for our use case. Configure the access you'd like to offer for the parent and for - time: 01:14 url: https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/CqbtrdjwEjc-how-to-link-parent-and-child-accounts-for-easy-billing?start_time=74 text: the child. - time: 01:17 url: https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/CqbtrdjwEjc-how-to-link-parent-and-child-accounts-for-easy-billing?start_time=77 text: Once you have configured the access settings for parent and child, - time: 01:21 url: https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/CqbtrdjwEjc-how-to-link-parent-and-child-accounts-for-easy-billing?start_time=81 text: enable allow override at the customer level. - time: 01:25 url: https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/CqbtrdjwEjc-how-to-link-parent-and-child-accounts-for-easy-billing?start_time=85 text: If you would like to make specific changes for a particular customer, - time: 01:29 url: https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/CqbtrdjwEjc-how-to-link-parent-and-child-accounts-for-easy-billing?start_time=89 text: Then this setting will help you do that. - time: 01:33 url: https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/CqbtrdjwEjc-how-to-link-parent-and-child-accounts-for-easy-billing?start_time=93 text: Once you've configured your access permissions based on your requirements, - time: 01:37 url: https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/CqbtrdjwEjc-how-to-link-parent-and-child-accounts-for-easy-billing?start_time=97 text: click on apply, - time: 01:39 url: https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/CqbtrdjwEjc-how-to-link-parent-and-child-accounts-for-easy-billing?start_time=99 text: then click on confirm. - time: 01:41 url: https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/CqbtrdjwEjc-how-to-link-parent-and-child-accounts-for-easy-billing?start_time=101 text: Now let's see how we can add a parent record to a customer. - time: 01:45 url: https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/CqbtrdjwEjc-how-to-link-parent-and-child-accounts-for-easy-billing?start_time=105 text: Move to customers tab. - time: 01:48 url: https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/CqbtrdjwEjc-how-to-link-parent-and-child-accounts-for-easy-billing?start_time=108 text: Let's say I want to add a parent to Acme Europe customer. - time: 01:52 url: https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/CqbtrdjwEjc-how-to-link-parent-and-child-accounts-for-easy-billing?start_time=112 text: In the left side, you will find account hierarchy. - time: 01:55 url: https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/CqbtrdjwEjc-how-to-link-parent-and-child-accounts-for-easy-billing?start_time=115 text: Click on add parent account. - time: 02:00 url: https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/CqbtrdjwEjc-how-to-link-parent-and-child-accounts-for-easy-billing?start_time=120 text: Select the parent account of this particular customer. - time: 02:03 url: https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/CqbtrdjwEjc-how-to-link-parent-and-child-accounts-for-easy-billing?start_time=123 text: Let's say Acme is the parent organization. - time: 02:07 url: https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/CqbtrdjwEjc-how-to-link-parent-and-child-accounts-for-easy-billing?start_time=127 text: You can select who you want to invoice, Whether the parent account or the child account. Let's say I'm going to invoice the - time: 02:13 url: https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/CqbtrdjwEjc-how-to-link-parent-and-child-accounts-for-easy-billing?start_time=133 text: child account. - time: 02:17 url: https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/CqbtrdjwEjc-how-to-link-parent-and-child-accounts-for-easy-billing?start_time=137 text: Select who pays the invoice, whether the parent or the child. I'm going to select the parent to pay the invoice. - time: 02:27 url: https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/CqbtrdjwEjc-how-to-link-parent-and-child-accounts-for-easy-billing?start_time=147 text: In this case, I've chosen the child to be sent the invoice to and the parent to pay the invoice. - time: 02:33 url: https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/CqbtrdjwEjc-how-to-link-parent-and-child-accounts-for-easy-billing?start_time=153 text: If you would like to do further changes to the parent access in the child access, - time: 02:37 url: https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/CqbtrdjwEjc-how-to-link-parent-and-child-accounts-for-easy-billing?start_time=157 text: you can go ahead and configure them here. - time: 02:41 url: https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/CqbtrdjwEjc-how-to-link-parent-and-child-accounts-for-easy-billing?start_time=161 text: Once you're done configuring all the access permissions, - time: 02:44 url: https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/CqbtrdjwEjc-how-to-link-parent-and-child-accounts-for-easy-billing?start_time=164 text: click on add parent. - time: 02:49 url: https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/CqbtrdjwEjc-how-to-link-parent-and-child-accounts-for-easy-billing?start_time=169 text: So a parent account has been successfully added to this customer. - time: 02:53 url: https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/CqbtrdjwEjc-how-to-link-parent-and-child-accounts-for-easy-billing?start_time=173 text: You can view the entire organizational - time: 02:55 url: https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/CqbtrdjwEjc-how-to-link-parent-and-child-accounts-for-easy-billing?start_time=175 text: hierarchy here, parent Acme account, and child Acme Europe account. - time: 03:01 url: https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/CqbtrdjwEjc-how-to-link-parent-and-child-accounts-for-easy-billing?start_time=181 text: At any point in time, you can make changes to this particular relationship - time: 03:05 url: https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/CqbtrdjwEjc-how-to-link-parent-and-child-accounts-for-easy-billing?start_time=185 text: or you can delete this relationship if it no longer serves your purpose. - time: 03:10 url: https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/CqbtrdjwEjc-how-to-link-parent-and-child-accounts-for-easy-billing?start_time=190 text: Any relationship changes that we made here will be applicable only to this customer record because of the overriding - time: 03:16 url: https://learn.chargebee.com/qAI9PFd3SRA-work-with-customer-records/CqbtrdjwEjc-how-to-link-parent-and-child-accounts-for-easy-billing?start_time=196 text: settings we set up in the account hierarchy tab. Thank you for watching this video. ## SUMMARY # How to Add a Parent to a Customer Record in Chargebee In this guide, we will learn how to add a parent to a customer record in Chargebee. This is particularly useful for merchants with multiple customers belonging to the same organization. Chargebee's Account Hierarchy feature allows you to establish a parent-child relationship between different customer accounts. ## Enabling Account Hierarchy 1. Navigate to **Settings**. 2. Click on **Configure Chargebee**. 3. Open **Billing Logic** and click on **Account Hierarchy**. 4. Enable the Account Hierarchy feature. Chargebee offers two modes: - **Basic Mode:** Straightforward parent and child access permissions. - **Advanced Mode:** Customizable access permissions based on the payment owner (parent or child). For this guide, we will use the **Basic Mode**. ## Configuring Access Permissions 1. Configure the access you'd like to offer for the parent and the child. 2. Enable **Allow Override at the Customer Level** for specific changes to a particular customer. 3. Once configured, click on **Apply** and then **Confirm**. ## Adding a Parent Record to a Customer 1. Go to the **Customers** tab. 2. Select the customer you want to add a parent to, e.g., **Acme Europe Customer**. 3. On the left side, find **Account Hierarchy** and click on **Add Parent Account**. 4. Select the parent account for this customer, e.g., **Acme** as the parent organization. 5. Choose who to invoice: the parent account or the child account. For this example, invoice the child account. 6. Select who pays the invoice: the parent or the child. Here, the parent will pay the invoice. 7. If needed, further configure the parent and child access permissions. 8. Once done, click on **Add Parent**. A parent account has been successfully added to this customer. You can view the entire organizational hierarchy, such as Parent Acme Account and Child Acme Europe Account.