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.