I've listed a customer twice, can I merge them?

This article explains what to do if you have mistakenly added a customer twice in the Invoicing module.

If you have added a customer to ExpensePlus twice by mistake, you can use the Manage Customers screen to merge them. To do this:

1) From the invoicing module, click 'Manage Customers', then select 'Merge Duplicates'.

ExpensePlus screenshot of the Invoicing screen, highlighting 'Manage Customers'

ExpensePlus screenshot of the 'Manage Customers' screen, highlighting 'Merge Duplicates'

2) Select the two versions of the duplicate customer. Then tick to confirm that you want to merge them, and select 'Submit'.

ExpensePlus screenshot of the 'Merge Duplicate Customers' pop-up

To help you better understand the invoicing module as a whole, please visit the module overview page here.