Merge duplicate customers
Combine two records of the same customer, with all their invoices.
Updated Sep 24, 20261 min read
If a customer was added twice, merge the two records so their invoices and payments are in one place.
Open the customer you want to keep.
Click More, then Merge with…, and choose the duplicate.
Check which details to keep and click Merge.
Invoices, payments and notes from both records are combined. Merging can’t be undone.
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