2021 Customer Portal User Guide VersaPay - Flipbook - Page 10
notifications (example: you would receive one email with all your customers’ balances) thus making it
ideal unless different payment types are needed.
If you choose not to group together, you would toggle between by selecting the menu on the top right of
the screen
Important Note on Grouped Accounts
Please note that inviting additional users to an account that is already grouped allows the newly added
user to view invoices across all grouped accounts. Similarly, newly added users can view and use the
shared payment methods across all the accounts in that group to pay any invoice. For further clarity,
imagine that:
•
•
Person A groups Company A, B, and C (all of which pay invoices to the same supplier), and
Person A then invites Person B to Company A
In the above scenario, when Person B accepts the invite and signs into ARC, Person B will have access
to Companies A, B, and C since they are already grouped.
Customer accounts should NOT be grouped if additional contacts will be added to individual companies
and such contacts should not be able to view all groupings. If previously grouped accounts need to be
separated, please reach out to your supplier directly for assistance.
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