How to Merge an Existing Customer:
1. Navigate to Customers > Manage Customers.
2. Click the three-dot menu (⋮) on the customer you want to merge.
Note: This customer will be removed and merged into the selected customer.
3. Click Merge Customer.
Note: Payment methods and documents will NOT carry over to the merged profile.
4. Search for the customer you want to merge into and click Merge.