How Do I Manage Sub-Clients?

If you work with a company that has multiple departments or contacts — each billed separately — you can set up a parent client with sub-clients underneath it.

Setting up a parent/sub-client relationship #

1. Go to Clients and open the client you want to designate as a sub-client.
2. Click Edit on the client.
3. In the Parent Client field, search for and select the parent client.
4. Save your changes.

What sub-clients affect #

• Revenue roll-up — The parent client’s total shows combined revenue across all sub-clients.
• Separate invoices — Each sub-client still gets its own invoice (they are not merged).
• Client table — Sub-clients appear nested under their parent in the client list.

Removing a parent relationship #

To detach a sub-client, edit the client and clear the Parent Client field.

Get your free freelancer invoice template pack #

Plus weekly tips on managing clients, getting paid, and growing your freelance business.

Please leave this field empty

Hi there 👋
It’s nice to meet you. #

Sign up to receive freelancer gigs and tips weekly. #

I never send spam! Read the privacy policy.

Check your inbox or spam folder to confirm your subscription.

No spam — we respect your inbox. Unsubscribe anytime.