What is customer partner linking and unlinking, and how does it affect accounts?

Modified on Wed, 8 Oct at 2:24 PM

Linking Accounts:
- In the Customers module, select a customer profile.
- In the Details tab, use the Partner name field to link another customer as a partner.
- Decide which account will be the primary account.
- Linked accounts share House Account and Customer Credit balances.
Unlinking Accounts:
- In the Customers module, select the linked customer profile.
- In the Details tab, click Unlink Partner Account.
- Existing charges remain on the primary account; contact support for adjustments if needed.

Related Article: Customer Partner Linking and Unlinking