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      Customer Library in Billing Link

      Step by Step instructions with screenshots.

      When you import a project into Billing Link from Estimating Link, the Customer Library is automatically loaded from Estimating Link into Billing Link.

      View Customer Library

      • In Billing Link, click on the Profile Icon (located in the top right of the page):
        • In the menu, select Customer Library:
      • The Customer Library window will now appear: