How do I merge customers in AR?

In the application, you can use the "Change #" option in the customer record to update the customer record to match that of the customer you wish to merge it into. 

For example, if I have customer 999 and want to merge it into customer 012815, I would open customer and pull up customer # 999.  I would then click "Change #" in the top toolbar. I would leave 999 as the old customer and enter in the 012815 customer I want to merge 999 into.

You will get a popup asking if you would like to merge them.  Select yes to merge the records together into the "new customer #" you had selected. This will merge the customers for you.

• Related Articles

• How do I post a finance charge in AR?

  When keying in the AR deposit, you will simply want to add an additional line into the entry detail to account for the interest. For example, let's walk through an invoice for 6.11 with interest of .89 for a payment total of 7.00. We will select the ...

• Paying an AR customer invoice with a credit memo from a vendor.

  This process is often used when you have a vendor account that is also a customer. If the vendor issues a credit to issue against an invoice on the AR side, you can apply the credit within the AP process to apply it against an AR invoice. This will ...

• How can I add my terms to the rental agreement?

  The rental agreement in Softbase reports is a generic layout since we do not have an official contract that prints from within the system. Companies have different ideas of how their disclosures and terms should look, and how lengthy they might be. ...

• How do I apply a deposit to a work order?

  The recommended approach to applying a deposit to a work order involves applying the payment directly to an open or closed invoice. First, you will need to make sure that your print options do not suppress payments. Then, you would go ahead an open ...

• How to open a work order.

  How to Open a Work Order All work orders are opened the same for every department, from Softbase Systems main menu, Invoicing tab, click to open. In this image: The Sales Document contains key information about the work order, i.e., Sales ...