Why is the option to 'Merge with another Customer/Vendor' greyed out in my Directory? : Fincent Inc.

Why is the option to 'Merge with another Customer/Vendor' greyed out in my Directory? Print

Modified on: Tue, 18 Jul, 2023 at 4:09 AM

Merging one Customer/Vendor with another Customer/Vendor is not allowed in the following cases:

The Customer or Vendor has linked or connected transactions such as deposits or payments (respectively)
The Customer or Vendor has used receive or make payments (respectively) via Fincent

Hover over the greyed out option to see why you're not able to perform the action.

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