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 found, tick the checkboxes next to the accounts you wish to merge
Then click the Action tab at the top of the page and select Merge Customer from the dropdown box
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
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Phone: 636-220-4363 Ext. 1
