---
title: "Franchisee Setup"
slug: "franchisee-setup"
description: "Create and configure a franchisee record in R365 with billing options: per-store, single invoice, or summary billing."
updated: 2026-04-02T02:58:58Z
published: 2026-04-02T02:58:58Z
canonical: "docs.restaurant365.com/franchisee-setup"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Franchisee Setup

Franchisees are the top-level group in the Franchising module that may own one or more [franchisee locations (stores).](/doc/docs/franchisee-location) This record stores details about the franchisee, how billing is handled, the list of locations, and contacts associated with the franchisee.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image(89).png)

---

## Navigation

****Create a franchisee****

1. Open the **Create** menu.
2. Under **Franchising**, select **Franchisee**.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-RZD7LJ6F.png)

****View an existing franchisee****

1. Open the **Accounting** application.
2. Expand the **Franchising** category.
3. Select **Franchisees**.
4. Click the **Franchisee name**.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-6WQ34Z6H.png)

---

## Franchisee Record - Buttons and Fields

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-37FVP3S7.png)

|  | Field/Button | Description |
| --- | --- | --- |
| **1** | Name | The name of the franchisee. |
| **2** | Billing Option | The option that determines how AR invoices are created when the franchisee billing process is run. Options include: - **1 Bill Per Store** - Separate invoices for each franchisee location, and the billing customer is the franchisee location. - **Franchisee - Single Invoice** - One AR invoice is created for this franchisee, showing all fees at all locations. The bill has one row for each fee. Selecting this option displays the **Billing Customer** field, and that field is required (this is the customer on the invoice that is created). - **Franchisee - Separate Invoice per Store** - Separate invoices for all franchisee locations, and the billing customer is set in the **Billing Customer** field. Selecting this option displays the **Billing Customer** field, and that field is required. |
| **3** | Term Start | The beginning date of the franchisee term agreement. |
| **4** | Term Expiration | The end date of the franchisee term agreement. |
| **5** | Region | The region where this franchisee is located. |
| **6** | Terms | The terms used in connection with this franchisee. |
| **7** | Tab Selector | Navigates between the Franchisee tabs. Tabs include: - **Stores:** Displays a list of this franchisee’s locations (stores). Stores are assigned to a franchisee on the [Franchisee Location record](/doc/docs/franchisee-location). Refer to the Franchisee Location article for more information. - **Franchisee contacts:** Displays and allows additions of contacts for this franchisee. Displays a list of this franchisee’s locations (stores). Stores are assigned to a franchisee on the [Franchisee Location record](/doc/docs/franchisee-location). Refer to the Franchisee Location article for more information. |

When all required information is entered, click **Save** to create the franchisee in Restaurant365.