If you have access to the Customer Catalog screen in Elite, you can link one or more customers to a Cost+Plus Billing category.
STEPS:
1. Click the left Hamburger menu icon.
2. Click on the Customers module.
3. Open the Customer Catalog screen.
4. Search for the relevant customer.
NOTE: If you would like to learn how to search for a customer in Customer Catalog, click on the following link: {LINK TO BE INSERTED}
5. Select the Cost+Plus Billing Category which you would like to link the customer to:
6. Select "Yes" from the Apply Cost+Plus Billing drop-down:
7. Click on the save button in the navigation bar: