Sub-Customers versus Projects

Projects provide great visibility when checking the profitability of work done for a customer without the need to customize any reports. Figure 5.6 in the previous chapter, Chapter 5, Handling Client Money, shows how sub-customers can be created.

There are no limits on how many sub-customers you can create, but nesting is restricted to five levels: the main customer and up to four sub-levels.

Figure 6.38 – Maximum nesting of customers

This sort of nesting that will associate the lowest level with those above is not available when using a project. Add-ons or revisions of projects need to be treated separately, or just contained within the one project.

Also, when using sub-customers, it is possible to use a different address for each sub-customer by changing the option from Bill with parent to Bill this customer.

Figure 6.39 – Using a different address with a sub-customer

This option can...