How Do I Merge Two Customer Accounts?

"Duplicate" accounts may occur if a customer either doesn't enter in an email address, uses different capitalization, etc. when making a reservation.

This could cause your Accounts to become cluttered with what appears to be "duplicate" customer accounts.

Start by searching the name of the customer in Accounts. Locate the account the account you wish to "keep" and take note of either their account number, email address, or customer name. 

You are able to delete duplicate accounts, but first you'll receive a warning message stating that if you confirm the deleting of this account, the invoices attached to that account will be unassigned.

You will first need reassign the invoices associated with the customer account you wish to delete to the customer account you wish to correct.

To do so, go into each invoice associated with the account you wish to delete > Click Edit. 

Click "Choose a different customer". From here you may search by either customer name or email address.

Select the customer account you wish to move the invoice to. Then click Save.

Once you have successfully moved all of the invoices from the account you wish to delete to the account you wish to keep, you may now click the 3 dots icon for the account you wish to delete and select Delete.