Duplicate Accounts

Duplicate Accounts

If multiple accounts for the same customer have unintentionally been created. To resolve the duplicate accounts we recommend  transferring any balance from the extra account, removing the external ID then setting the account to closed.

To learn how to use the balance transfer option please read this article: Allocate Bad Debt/Balance Transfer
Read the following article to learn how to remove the external ID from an account: Remove External ID from Account
To set the account as closed go to the Account Details and use the Account Status dropdown


Using alerts you can add a message to the old account pointing to the main account -> Setting Alerts (medibooks.cloud)


If the account has no transactions it can be deleted. To do this go to Modify -> Customer Details then click Actions -> Delete.


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