Merging contacts or assigning an invoice to a different customer

[AliciainNZ]

Hi there

I'm wondering if you can merge a customer contact or at least assign invoices from the wrong contact to the correct contact?

There has been the same customer entered twice - exactly the same - but now they will be getting two statements. We need to merge it into one. Can anyone help?

[Steven_M · Accepted solution]

Hi @AliciainNZ

Welcome to the MYOB Community Forum, I hope you find it a wealth of knowledge

MYOB Essentials doesn't allow for the user to combine two cards together. 

Potential workarounds for your case you would be:

• Delete the invoices for one of the cards, delete the incorrect card and then record the required transactions
• Change the customer on the transactions to be the correct card (would need to delete any payments before allowing you to change that customer).
• Draw a line in the sand, make one card inactivate and moving forward use the correct card.