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Assign WhoPays to a Subscription

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Last updated on Aug 26, 2026

Assign WhoPays whenever you create a Subscription for a Customer who's part of a hierarchy, to choose which Customer is responsible for payment.

Assign WhoPays on a new subscription

To assign WhoPays on a new Subscription

  1. Create a Subscription for a Customer in a hierarchy.
  2. Select an existing Customer, or create one and assign its parent on the fly.
  3. On the WhoPays step, choose the Customer, Parent, or Eldest Ancestor as the payer. See Choose a default payer for what each option does.
  4. Complete the rest of the Subscription form.
Select a Customer for WhoPays assignment
Select an existing Customer, or create a new one, to assign WhoPays to
Choose the payer and invoice consolidation options
Choose the payer and, if the Subscription is joining a group, its invoice consolidation options

To set up the parent/child relationship a Subscription's WhoPays choice depends on, see Set Up a Customer Hierarchy.

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