BrookklynCC
28 days agoMember
Combining Customers?
Is there a way of combining or merging two customers? I have a family with two customer accounts, and the payments have been posted to one account and is in credit, but an invoice is still outstanding on the second profile. Or is there a way of transfer this credit to the other customer profile?
Thanks
Hi BrookklynCC,
Yes, you can handle this in a couple of ways depending on what you need. Please see these help articles for detailed guidance.
Combining cardsTransferring credits between customers
Regards,
Earl