How to merge clients

If you have duplicate clients in your client list, you can merge them into 1. Any invoices under the merged client will be transferred to the client you decide to keep.

This action cannot be undone, so ensure you have selected the correct client

1. In the Client List, find the client you wish to remove/merge.
2. Right Click on the client, select Merge, then 2 Clients.
   
   
   
3. Click the 3 Dots to open your client list, and Select the client you wish to keep.
   
   
   
4. Click Merge. 
   
   
   
5. A warning will pop up explaining that this action cannot be undone. If you have entered the correct clients, click Yes.