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The invoicer on an account cannot be changed once an invoice exists on that account UNLESS the following conditions are met first:
All invoices are closed
All balances and account are zero (by way of adjusting transactions or otherwise)
All payments and credits are marked as 'Disbursed'.
Invoicers must be setup before any billing takes place
Parent accounts must be active for sub-accounts to invoice
EngageIP 8.6.0+: Accounts must be in the same bill group as their invoicer and usage invoicer
EngageIP 8.6.0+: Invoicer options on an account will be greyed out (read-only) if the account's owner is setup to receive invoices. Specifically, if the owner is configured with a ‘Owner Parent Account Billing Type’ > ‘Bill Owner…/Bill Branded Owner…’ option. See the Configuring Branded and Unbranded Owners article for more information on configuring owners
EngageIP 8.6.0+: An account's bill day must be in sync with the bill day of the account's invoicer
EngageIP 8.6.0+: Changing the bill day of an account setup as an invoicer will update the bill day of all accounts configured to use that invoicer (via an EngageIP job)
EngageIP 8.6.0+: A sub-account cannot be the usage invoicer for its parent account
EngageIP 8.6.0+: An account setup as a usage invoicer (i.e. invoiced for usage generated by other accounts) must be configured to be its own invoicer and usage invoicer
NOTE: The Parent balance is considered and is required to be zero before you can change the invoicer.
Configuring Invoicers
Search for the account that you would like to individually invoice, in this case we will use the above structure and search for sub-account 1
Once you have loaded the account click the Tools page and then select Invoicer
From here, you can specify the invoicer (who will receive the bill) and depending on your version the tax configuration to use. Invoicers can be set to the current account or any accounts above the current account in the hierarchy (parent account, owner account)
Invoicer: the account that will be billed for all non-usage transactions
Usage Invoicer (introduced in EngageIP 8.5.25.0): the account that usage transactions will be billed to
Tax Invoicer (introduced in EngageIP 8.5.27.1): specifies which account's tax settings to use when calculating taxes (e.g. observe the tax invoicer's tax code, account tax category, etc.). Only accounts in the same hierarchy can be selected as a tax invoicer (i.e. parent account, owner account)
Note: if the Tax Invoicer is selected on an account it will override the ‘Bill Accounts Using Invoicer Taxes’ setting if that setting is configured on the owner
Select Save
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