Find Your Customers

Written by Lauren Bock
June 3, 2026

Find Your Customers helps you add buyers to your C2FO network so you can request early payment on more of your invoices.

Where to Find It

Open Find Your Customers from the left navigation menu.

Expanding Your Network

1. Link Existing Customers

Search for companies you currently do business with to see if they are already on the platform.

• Search: Look up companies by their legal name.
• Select: You can select up to five customers at a time.
• Link: Click Link Customers to submit your request to your account.

Note: After you submit a linking request, C2FO will review and associate the customer with your account upon approval.

2. Request New Customers

If you cannot find a buyer through the standard search:

• Open Request New Customers.
• Provide the required customer details in the form.
• Submit the request.

You can track the progress of these requests under Requested Customers, which displays live status and case information.

Network List Breakdown

Pro Tip: Use the tags filter (such as Requested, Associated, or No Tag) to quickly narrow down your list.

After a Customer is Linked

Once a request is approved, the customer will appear on your Offer Activity page alongside their respective divisions. From there, you can review your eligible invoices and Build Offer.

Quick Tips

• Use Legal Names: Always search using the official legal company name your customer uses on your invoices.
• Link in Batches: Link your customers in small batches so your team can easily set up offers as each approval goes through.
• Verify Onboarding: Use the Offer Activity page to confirm a customer is fully onboarded. Note that divisions may appear gradually as your customer configures their specific program.