Linked Customer

This article will be looking at the link feature for customers and explain what it means.

Irina Anichshuk avatar
Written by Irina Anichshuk
Updated over a week ago

What does "link customer" mean?

Sometimes your client accounts are managed by the same agent or firm. In this instance, you want to make sure that you are contacting them only when required and that you have full visibility on all the invoices.

Once accounts are linked this allows you to access all linked customer invoices from one customer profile - allowing for more concise communication between you and your customer!

How to link customers?

To link customers, you need to follow these simple steps.

Go to Customers Dashboard ➡️ select customer in question ➡️ select “+” under the “Linked customers” ➡️ search for a linked customer name ➡️ press “Assign”

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