PencilPay has an option that allows you to merge duplicate customer accounts.
To do this follow these steps:
- Once you have signed up the head office and approved the customer -> click on the (...) "More Actions" icon under "Actions" for the Customer.
- Then click on "Merge Credit Forms".
- You will see a popup, on the right side you will see a field under "Merged Credit Form:" where you can type the name of the store you wish to link to this saved payment method.
- Click on "Confirm" to complete the process.