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!

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”