Merging contacts or assigning an invoice to a different customer

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Partner AliciainNZ
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Merging contacts or assigning an invoice to a different customer

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?

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MYOB Moderator Steven_M
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Re: Merging contacts or assigning an invoice to a different customer

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.

Kind regards,
Steven

MYOB Community Support

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