Every entity billed from one CRM. Each paid into its own books.
Each location or entity gets its own invoices, its own Stripe account and its own QuickBooks or Xero file. Your team runs all of them from HubSpot or Pipedrive.
Sound familiar?
Every location's money lands in one account.
Someone splits the payout by hand and moves it to the right entity.
Month end takes a week.
One blended payout has to be untangled into a set of books per entity.
Our CRM has one bank account. We have twelve LLCs.
The deals are in one portal. The money isn't allowed to be.
Opening a location means a new spreadsheet.
New bank account, new books, new invoices, the same finance team.
Nobody can say which entity a late payment belongs to.
Sales has one answer, the bookkeeper another.
Card fees come out of every location.
About 2.9% of every card payment, at every entity, and nobody has the total.
Two ways to set up multi-entity billing.
Pick the one that matches how your entities are run. We'll help you decide on the call.
One account, a template per location
One team runs every location. Each template carries the location's branding, Stripe account, books and plan rules.
A parent with an account per entity
Each entity has its own Paycove account, logins, roles and permissions, under one parent.
A new entity is live the same day.
Duplicate a template
Same plan rules, checkout and emails as the rest. Change the name and branding.
Connect its accounts
Its own Stripe account and its own QuickBooks Online or Xero file.
Deals route themselves
Templates are chosen by pipeline, location or product, so the rep never picks.
Month end, per entity.
Each entity's payments and recovered card fees post to its own books. With every entity in one account, a saved report shows them side by side. With an account per entity, each one reports on its own.
- Payments posted to each entity's QuickBooks or Xero file
- Card fees recovered where your state allows it, on their own line
- Plan status and balance written back to the deal
By kind of business.
Questions.
What is multi-entity billing?
Billing for a business with more than one legal entity or location, where each one needs its own invoices, its own bank account and its own books. Paycove runs it from the deals in one CRM.
What is a multi-entity payment provider?
A payment provider that collects for more than one legal entity or location and pays each into its own bank account, with its own books. Paycove does it from the deals in your CRM: each entity or location pays out to its own Stripe account and posts to its own QuickBooks or Xero file.
Which billing systems support multi-entity organizations?
Look for three things: each entity invoices under its own name, each is paid into its own bank account, and each posts to its own books. Accounting suites keep separate books per entity, and an app can create an invoice in them from a CRM deal, but they don't build the payment plan from the deal or choose from the deal which entity's Stripe account is paid. Paycove bills from the deal in HubSpot or Pipedrive and pays each entity into its own Stripe account and QuickBooks Online or Xero file. What multi-entity accounting software covers, and what it doesn't
What should a multi-entity billing platform do?
Create invoices and payment plans for the right entity from the deal, collect on schedule by card or bank transfer, pay each entity into its own account, and record each payment in that entity's books. In Paycove, rules on each template send a deal to the right entity by pipeline, location or another field, so a rep doesn't have to pick.
Can one billing setup handle multiple entities?
Yes. Run every location as a template in one Paycove account, or give each entity its own account under a parent.
Does each entity get its own Stripe account?
Yes. Each location or entity pays out to its own Stripe account, so the money lands in its own bank.
Can each entity have its own QuickBooks or Xero file?
Yes. Each template or entity account connects its own QuickBooks Online or Xero file.
Can each entity have its own logins and permissions?
Yes, with a separate Paycove account per entity under a parent. Each has its own users, roles and permissions.
Can each entity send its own agreements and contracts?
Yes. Document templates belong to the account, so a parent with an account per entity gives each entity its own agreement templates, its own logo on the signing page, and is countersigned by its own team. In one account, keep a template per location and pick it when the document is created. Either way the agreement is built from the deal with the payment schedule filled in, each signer confirms their email before signing, and the signed PDF with its signature certificate stays on the record.
How is it priced for multiple entities?
One account running every location as a template is priced the same however many locations it has. A separate Paycove account per entity is $50 a month for each one after the first. See pricing.
Can't HubSpot Payments do this?
Not for separate entities. A HubSpot account connects one Stripe account, and every brand shares it, so all the money lands in one bank account. The usual workaround is a HubSpot portal for each entity, joined with multi-account management, which needs an Enterprise main account and a Professional or Enterprise subscription for every other portal. Paycove works from one portal and routes each deal to the right entity's Stripe account and books. If you already run a portal per entity, each one can connect its own Paycove account under a parent. Can you connect multiple Stripe accounts to HubSpot?
Is this for paying bills across entities?
No. Paycove collects what customers owe each entity and pays it into that entity's own Stripe account and books. Paying vendors and approving bills across entities is the job of an accounts payable tool.
Can a deal be routed to the right entity automatically?
Yes. Rules on each template match deals to it by pipeline, location, contact or company fields, or any custom field, so a deal lands on the right entity's template, Stripe account and books without the rep choosing.
Built for businesses collecting $100K a month or more.
More than one location or entity, customers who pay over time, and each one with its own invoices, payouts and books.
Book 15 minutes