How can we help you?

In order to use the subaccounts, you must associate them with your customers. 

To associate a subaccount that you have configured with any of your customers, access the customer’s data and click the gray arrow inside the Operator field and choose one from the drop-down list.

The documents of a booking, a quotation, an invoice, or a credit note of that customer report the data of the subaccount you specified and not your operator data.

When issuing an invoice, if you have decided to use a specific series for a given subaccount, you must remember to manually select it to create the same invoice.

We advise you to read this article: Manage the operator for a service, invoice,​​ or credit note.