How to link to a customer

Click 'Customers' on the top left, and then 'Work with My Customers' from the centre of the page.  Now click 'Link to New Customer' from the left-hand menu, which brings you to a screen to enter the customer information.

Organisation Public Key   This will be supplied by your customer
Your Account Key/Reference   Your vendor key, supplied by your customer
Your Customer's name   The name of the customer that you would like to send invoices to
Your Organisation   The name of the business you wish to link with this customer

Once you have completed the form, click 'Process Invitation'.   To confirm the request you will be asked to 'Accept Invitation', and once this is done, the request has been sent.