How to link or merge one approved credit form to multiple ABNs/EINs or stores?

Do you have customers with multiple stores or locations that pay all invoices through the head office or something similar?

For example, if you have 10 stores and you want all of these stores to pay through the one payment method, rather than signing up all 10 to PencilPay you can sign up the head office with a saved payment method, approve the customer and then link the other nine (9) stores to the head office payment method.

Do do this follow these steps:

1. Once you have signed up the head office and approved the customer -> click on the (...) "More Actions" icon under "Actions" for the Customer that has the status of Credit Form Approved.
   
2. Then click on "Merge Credit Forms".
3. You will see a popup; on the right side you will see a field under "Merged Credit Form:" where you can type the name of the store you wish to link to this saved payment method.
   
4. Click on "Confirm" to complete the process.
5. Repeat steps 1 to 4 until you have added all customers.