Click on "Customers".
Search for existing customers by name, address, or phone number.
Click "Go" or press Enter to view search results.
Click on the desired customer's Actions Menu (...).
Select "View Customer".
Click on "Charge Account(s)".
To Set a Charge Account as Linkable
Click the drop down arrow for the charge account you wish to link.
Select "Edit".
To make the charge account Linkable, click the "Yes" option next to "Linkable".
To save changes, click "Save".
Link Customers to the Charge Account
Search for the Customer to link.
Click "Go" or press Enter to search to view search results.
Click on the customer's Actions Menu (...).
Select "View Customer".
Click "Charge Accounts".
Click "Link Charge Account".
Click on the drop down arrow for the desired linkable account.
Click "Link".
The account will then be listed as "Linked".
