How to Merge Customer Accounts

Created by David Joyce, Modified on Tue, 4 Oct, 2022 at 1:54 PM by David Joyce

Date: October 4, 2022

Author: David Joyce


1. Click on  Customers

Click on  Customers

2. Click on the Drop Down Arrow

Click on  Receive payment Import Add customer

3. Click on Merge Customers

Click on Merge Customers

4. Click on Merge this customer and select your Customer

Click on Merge this customer

5. Click on Into this customer and select your Customer

Click on Into this customer

6. Click on Load Details

Click on ctl00$ContentPlaceHolder1$customermerge$btnLoadSalesInvoices

7. Click on Merge & Update Customer

Click on ctl00$ContentPlaceHolder1$customermerge$btnMoveInvoices


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