Merging Customers

We understand that sometimes duplicate customers are created within Stax Pay. This article outlines how to merge duplicate customers.

1. To merge two or more customer profiles, go to your Customers list from the main navigation.
2. Select your Primary Customer from the list.
3. Select Edit from the Quick Action options or select the customer and click Edit Customer within the expanded detail drawer.
4. Select Merge
5. Search and select the duplicated customer profile. Click Merge.

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Your duplicate customers will now merge into your Primary customer.

The information that is merged from the duplicate customer(s) into the Primary customer is as follows:

• Payment Methods
• Invoices (All statuses)
• Payments history
• Scheduled invoices

You can revert your customer profiles if you merge multiple customers but later realize that they shouldn't be merged.

To reverse a Customer merge:

1. Navigate to your Customers list.
2. Select the Customer that was merged.
3. Click Merge.
4. Review the merge history.
5. Click Unmerge.