This action enables manual linking of existing Salesforce accounts with the corresponding billing accounts — both records must already exist in their respective systems. This operation is performed directly from the Salesforce user interface.
| Important | This action is intended for system administrators rather than regular CRM users, and should be used with caution. Typically, account linking happens automatically during order processing. |
To manually link a Salesforce account with a billing account:
- Open details of the account to link in Salesforce.
- Select Billing from the quick actions’ menu.
- An additional dialog box with billing actions will appear (contents and available actions may vary based on the billing system configuration).
- Click Link Account.
- Use the Billing Account Number to search for the target account in the billing system (format may vary depending on the billing system).
- Click Link to confirm.
- The Salesforce and billing accounts will be linked and synchronized, including key fields such as billing cycle, billing category, and primary email.
- Billing and payment information on the account will be updated to match what is in the billing system.
