Assigning customers to a business account in CleanCloud simplifies invoicing and centralizes order management. Follow these steps to assign a customer to a designated business account.
Step 1: Create a Business Account
Before assigning a customer, ensure the business account is set up:
Navigate to Settings → Admin → Payments & Finances → Business Accounts.
Click Add Business Account.
Enter the necessary details and save the business account.
🪄 Tip: Need a step-by-step guide on setting up a business account? Check out our detailed Business Account guide.
Step 2: Assign a Customer to a Business Account
Once the business account is created, assign a customer to it:
Open the Customer CRM profile.
You can access this via Search or the New Order page.
Locate the Business dropdown menu.
Select the relevant business account from the list.
Click Update to save the changes.
Once assigned, all future orders placed by this customer will automatically be linked to the designated business account for simplified billing and reporting.
Key Benefits of Assigning a Customer to a Business Account
✅ Streamlined Invoicing – Orders are grouped under the business account for easier invoice management.
✅ Centralized Order Management – Easily track customer orders linked to a business.
✅ Simplified Reporting – Business account insights help with financial tracking and account management.
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