To invite your customer to use Link4, first you must make sure that they are correctly categorised as a customer in Xero.
Step 1 Login into your Xero account, navigate to the "Contacts" menu, and click on "Customers."
Step 2 Verify that the chosen contact is listed in the Customers list.
Step 3 If the contact is not listed in the "Customers" list, go to "All" tab to view all the contact entries.
Step 4 If the customer cannot be found in the list, you need create a new contact entry.
To do this:
Step 4a Click on the "Add Contact" button in the "Contacts" page.
Step 4b Provide the contact information, financial details, and click "Save."
Otherwise, proceed to the next step.
Step 5 Once the customer has been added or verified, create a draft invoice in order to properly categorize the contact entry as a customer in Xero.
To create a draft invoice:
Step 5a Go to the "Invoices" page. There are two ways to do this.
First, by clicking on the plus button and selecting "Invoice" from the drop down menu.
Second, by navigating to the "Business" menu and selecting the "Invoice" sub-menu.
Step 5b In the"Invoices" page, click on the "New Invoice" button.
Step 5c Once you have created the "New Invoice" form, enter the customer name in the "To" field and click "Save."
Step 5d This will generate the draft invoice and automatically categorize the contact as a customer in Xero.
Step 6 Login to your Link4 account and go to the “My Customer” page. You may need to click on the "Synchronize Contacts" button to update your list.
Step 7 Find the customer on the list and click on the "Invite" button.
Step 8 If the customer ABN is not provided in XERO, click on the "Add ABN" button. Link4 requires the ABN of customers and suppliers to verify businesses in the Link4 network.
Step 9 If the customer email is missing, click on the "Add Email" button.
Step 10 Click "Enable" button to continue inviting the customer.
The customer will receive a Link4 invitation via the registered email.
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