If you accidentally create duplicate customer profiles or import a file with duplicate customer information, you can delete the unnecessary profile. However, before doing so, you need to reassign any invoices associated with that customer profile to a different customer profile. If you have paid invoices, you need to remove the payment first before you can change the customer.
If an invoice was paid through Wave's online payment feature, you cannot reassign it to a different customer. However, you can rename a customer profile to avoid using it on future invoices. To do so, follow step 1 below.
Here's how to fix duplicate customer profiles:
Step 1: Review and rename the customer profile you want to delete
- On the left-side menu, click Sales & Payments > Customers.
- Use the search field at the top to search for the customer by name.
- Open each customer profile and click on the Invoices tab at the top to view all of their invoices. This will help you identify which profile to keep and which to delete.
- Once you've identified the one to delete, click Edit customer at the top right if you're viewing the profile (or click the dropdown arrow beside the customer on the Customers page and select Edit).
- Change the name in the Customer field. You can rename the profile to something like Customer name (old).
- Scroll down and click Save.
The name change will be reflected across all invoices associated with this profile.
Step 2: Edit invoices to reassign to the correct customer
- Click on each invoice under the customer profile you want to delete.
- If an invoice is marked as paid, remove the payment before following the steps below. In the Get paid section, click Remove payment, then confirm.
- Click Edit invoice.
- Under the customer details section, click Choose a different customer.
- Select the correct customer profile from the list.
If you remove any payments from the invoices, make sure to mark them as paid again.
Step 3: Delete the duplicate profile
Once you’ve reassigned all invoices to the correct profile, you can delete the old customer profile. Learn how to delete a customer.