Xero Users
[Xero users] How Do I Invite My Customers to join Link4?
[Xero users] How Do I Invite My Customers to join Link4? To invite your customer to join Link4, first you must make sure that they are correctly categorised as a customer in Xero. (1) Login into your Xero account and click on Contacts -> Customers: ...
How to Allocate a Default Account to your Selected Suppliers
How to Allocate a Default Account to your Selected Suppliers Once you have connected with a supplier in Link4, you can start allocating them to an account. To do this, follow the steps below: Step 1 Go to the "My Suppliers" page and check if you are ...
How Do I Invite my Suppliers to use Link4?
How Do I Invite my Suppliers to use Link4? To invite your suppliers to use Link4, you need to ensure that they are correctly categorised as a supplier in Xero. Step 1 Login into your Xero account, navigate to the "Contacts" menu, and click on ...
How Do I Invite My Customers to Use Link4?
How Do I Invite My Customers to Use Link4? 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 ...
How to Connect Link4 to Xero
How to Connect Link4 to Xero Step 1 Login or Sign Up to Link4. Step 2 After logging in select “Connect to Xero” from the Accounting Software Selection page. Step 3 (Optional) Sign in using your Xero login details. If you have already signed in, you ...
Approve Credit Notes in Link4 (Xero Users)
Credit Note (XERO) approval process in Link4 To access Credit Notes The users can get list of all the credit notes sent to them by their suppliers by clicking the Credit Notes menu as show in the image below. The credit note page ...