Step by Step Instructions

Instead of creating a separate account for the same business which can cause mass confusion when it comes to the time of billing the business, we can link the separate customer profile to the same account.

This is how you do so:

Navigate to Mgmt > Customer

Type in the Customer Info to bring you to the correct customer profile that you want to link into the existing Customer Account.

Select “Account” at the bottom left of the screen.

Select “Link to Existing Account”

Select the Customer Profile that’s the Master Account for the business to link to the existing account. (You can Sort by Account Number if you know the Account Number registered to it)

Select “Add User” once you find the Master Account holder.

Select “Yes”

The Customer Profile is now ready to be used for Account Payment.