Step-By-Step Guide to Linking and Unlinking Contacts Within the Billing App
1. Access Applications Menu:
Hover over the navigation bar to the left of the dashboard and select ‘Billing’.
2. Navigate to the Customers Tab:
Once you're in the Billing app, locate and select the 'Customers' tab.
3. Select the Desired Company:
In the left-hand sidebar, select the company for which you wish to manage linkages. If the account is currently unlinked, an option to 'Link Account' will appear within the company's information panel.
4. Linking a Contact:
Press the 'Link Account' button. In the dropdown that appears, select the contact you wish to link to the company.
5. Unlinking a Contact:
If you want to unlink a previously linked contact, follow steps 1-3. Within the company's information panel, you will see the option to 'Unlink Account'. Select this button to remove the existing link between the account and the contact.