In this help doc, we will show you how you can link and unlink contacts within the Billing app in your dashboard! You will need to have a Stripe account connected to be able to link and unlink contacts so if you haven't done so already, click here for information on how to do so.

  1. Log into your dashboard and press the app drawer icon at the top right. Then, select "Billing".

  2. Within the Billing app, go over to the Customers tab.

  3. Select the company in the left rail that you want to link or unlink. if unlinked, you will see the option to "Link Account" within the widget that shows the company information. Press on the "Link Account" button and in the dropdown, select the contact that you want to link.

  4. If there is a linked account that you want to unlink, go through the steps mentioned above until you seen the widget with the company information. Now you will have the option to "Unlink Account". Select the button to unlink the account.

Now you can link and unlink contacts in the Billing app in your dashboard!

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