The Linked Customers feature allows you to connect accounts so you can access all related invoices from a single profile. This makes chasing and communication more efficient and transparent.
What does “View Linked Customers” mean?
When customers are linked:
All invoices from linked accounts can be viewed from one customer profile.
Communication can be streamlined, ensuring you only contact customers when appropriate.
Parent/child relationships are displayed so you know which company is the main account.
How to Link Customers
To link customers, follow these steps:
Go to the Customer Dashboard.
Open Configuration.
Select Manage linked customers.
In the search field, type the customer name.
Click Assign to complete the link.
Parent Customers
When a customer is marked with the building icon, this means they are the Parent Customer.
Parent customers act as the primary account.
Child accounts linked to them inherit visibility through this relationship.
Managing Linked Customers
Go to the Customer Dashboard.
Open Configuration.
Select Manage linked customers.
To remove a linked customer, click the trash bin icon next to their name.
To add more customers, repeat the search and assign process.
To set the new parent for the company select the set as parent
