We understand that sometimes duplicate customers are created within the Parent Billing portal.

With this in mind, we created the ability to merge duplicated customer profiles into one. 

If you need to merge 2 or more parent profiles together, you will: 

  1. Navigate to your Parents list from the main toolbar
  2. Select your Master Parent from your parents list
  3. Select Merge
  4. Select the duplicated parent
    1. We will automatically suggest parents for you based on the parent name - simply click the x to remove from your list
  5. Once you are ready, select Merge

Your duplicate parents will now merge into your master parent

The information that is merged from the duplicate parent(s) into the master parent is as follows: 

  • Invoices 
  • Scheduled invoices & payments
  • Payments history
  • Payment Methods

You will also notice that your master parent will now have updated parent notes with information on which parents were merged into the master.

If you merge multiple parents, but later realize that they shouldn't be merged together, that's okay. You have the ability to revert your parent profiles back to how they were before they were merged together. 

To reverse a merge of parents:

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

If you have any further questions or need additional assistance, you can email our Support Team at support@dailyconnect.com.