1. Cashflow360
  2. Receivables
  3. Customer Management

Disconnect a customer connection

If you disconnect a customer, you will no longer be able to send eInvoices or notes to the customer within Cashflow360, and their Payment Network ID (PNI) will be removed from the customer record.

Disconnect a customer connection

  1. Select Customers in the navigation menu
  2. Select the customer name to disconnect
  3. Select More actions
  4. Select Disconnect
  5. Select Disconnect on the confirmation pop up

ACCOUNT SETUP View all

GETTING PAID View all

CONNECTING WITH MY VENDOR View all

PAYABLES / HOW TO PAY View all

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    FAQ

    What a customer sees when charged for a payment Vendor not connected yet Managing Vendor payment methods Payment timing - Payables Check payments Charging a customer Updating a vendor's bank information Setting up and using the Network Applying vendor credits Processing Items from the Inbox

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