Assigning customers to specific business accounts streamlines billing and categorizes orders for centralized invoicing. Here's how to assign a customer to a designated business account in CleanCloud.
Create Business Account
Begin by navigating to Settings > Admin > Payments & Finances > Business Accounts.
Here, you can create the business account you wish to assign customers to by clicking the 'Add Business Account' button.
Pro tip: Check this guide for detailed steps on creating a business account on CleanCloud.
Assign Business Account
Next, access the customer's CRM profile to add the business information. You can do this via the Search or New Order page.
Inside the customer's CRM profile, locate the dropdown menu for 'Business' and choose the appropriate account.
After selecting the business account, confirm your choice by pressing the Update button. This action will save the changes made.
By following these steps, all orders placed by this customer will be seamlessly categorized under the assigned Business Account, facilitating streamlined and efficient billing processes.
💡 Tip
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