How to Merge Duplicate Customers in PencilPay

To do this follow these steps:

1. Once you have signed up the head office and approved the customer -> click on the (...) "More Actions" icon under "Actions" for the Customer.
   
2. Then click on "Merge Credit Forms".
3. 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.
   
4. Click on "Confirm" to complete the process.