Manage Duplicate Customers in Tradify

Topic

Where you have two or more customers that are the same and both have invoices, quotes, purchase orders, bills or jobs assigned to them, then you can simply change the customer record on each of the current jobs and/or documents to the customer record that you're wanting to keep.

Instructions

1. Navigate to the Customer page.
2. Search for an select the duplicate file you would like to move the linked documents for.
3. Then select the tab(s) with documents (Invoices, Quotes, Jobs, etc), and click into a document.
4. Reset the document to Draft or Select to edit if linked with Xero > Remove the current customer and add the correct customer profile you would like to document moved to.
5. Repeat Steps 3 & 4 until all documents have been moved to the correct customer profile.

Once the above steps have been followed you will be able to either Delete the duplicate customer profile or Archive it if there is data/documents that cannot be moved, see below for how to do these options: 

• Delete a customer
• Archive a Customer
  
  

Additional Information

For more info on updating customer info, see here: Update Customer Details in Bulk