Customers

What to do if you created a duplicate customer

Handle duplicate customer records carefully so invoice history stays clear.

Duplicate customers can make invoices and customer history harder to understand.

What to check

  • Which customer record has invoices.
  • Which customer record has the correct contact details.
  • Whether both records are still needed.

Good practice

  • Keep the record with invoice history.
  • Update the correct customer details.
  • Avoid deleting records that are linked to important invoices unless you are sure it is safe.

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Bizwazi helps small businesses record sales, expenses, invoices, inventory, bills, transfers and daily balances so the money makes more sense.