Step 1. Using the menu bar on the left, click on Companies and then use the search bar to locate the client. You can filter by client if you'd like.
Step 2. Click on the Relationship tab to view a list of debtors this client is currently linked with. You can edit each relationship as needed. To create a relationship, click New Relationship at the top right corner.
Step 3. Locate the desired debtor in the first drop down and fill in the required fields.
Terms - You can set a separate term for any invoices purchased for this client- debtor, use the drop down to select a different term. If left blank, the clients default term will be used.
NOA Settings - Once this relationship is created, an NOA will be emailed to the debtor as long as there is an NOA uploaded to the client's profile and the debtor has an NOA email listed in their profile. You can opt out by changing this to NO before creating the new relationship.
Do not forget to click create at the bottom.