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: