Customer Corrections

Transfer transactions from one customer to another.

Merge customers.

Customer Corrections

Merging Customers

Purpose:

Used when the same customer was created twice and transactions were processed under both.

Location:

Ledger > Corrections > Corrections Customer

✅ What It Does:

Transfers all transactions from one customer to another

Marks the old (duplicate) customer as inactive, allowing it to be deleted

Transfer Journals Between Customers

Use Case:

Corrects journal entry mistakes between customers.

Example:

A payment was accidentally made to Customer A, but it should have gone to Customer B.

Location:

Ledger > Corrections > Corrections Customer

These tools help maintain clean and accurate customer records by correcting duplicates or misapplied entries.