Tutorial

How To Merge Customers

You may run into a situation where there are duplicate accounts on your saved customer list and those accounts have transactions associated with them. The following tutorial will guide you through the process of merging those accounts together:

Go to the Customers page and search for the customer accounts you want to merge together

Once the you’ve selected the specified accounts you wish to combine, click the Merge button above the customer list to continue

Once in the Merge pop up menu, you’ll be given the option to designate an account as the Master account. The selected master account will assign its address, phone number, city, state, and zip code to all the other accounts once merged. Make sure that you are choosing the information you wish to keep as there is no way to undo this process

Once a Master account is selected, click Merge and hit Save