Customer Corrections

Customer Corrections

Merging Customers & Transferring Journals

Go to: Ledger > Corrections > Corrections Customer

Merging Customers

Smart-It offer a built-in Merge Clients function handling duplicate customer accounts — no need for manual entries.

✅ Steps:

1. Select the From Customer (the duplicate).

2. Select the To Customer (the correct one).

3. Click Merge Customers.

This transfers all transactions and marks the old customer as inactive, so it can be deleted.

Transfer Journals Between Customers (direct transfers between customers).

Smart-IT also offers a built-in tool for directly transferring journal entries between customers — no need to reverse or delete entries manually.

Use this when a payment or journal entry was posted to the wrong customer.

✅ Steps:

1. Select the From Customer (the incorrect one).

2. select the To Customer (the correct one).

3. Enter the Audit No. of the journal entry.

4. Click Transfer Audit Trail.

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