How to Automatically Add a Guardian’s Name to a Client Invoice ?

1. Create a client group where the guardian (Client B) is the group owner and the other client (Client A) is a member of the group.

2. Make sure the following setting is enabled:

When this option is enabled, the group owner’s name (Client B) will automatically be added to the invoice for any invoice created for the group member (Client A).

Use case :

The guardian is generally the parent of a child