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Merge payment methods

Imports sometimes create the same account twice. Merge joins them into one.

  1. Select on the method to keep, or tick several lines and select Merge selection.
  2. In Merge payment methods, the Target keeps the history. Invunion lists Suggested duplicates when it finds some.
  3. To add another method, type its name, code or IBAN under Add manually, select the search icon, then Add.
  4. Use Set as target or Remove from group to adjust.
  5. Select Merge … method(s). The number counts the methods that will be merged into the target.
The Merge payment methods window. The merge group holds the target, Delta Logistique PM-014, with 15 transactions. Under Add manually, a search for zeta finds Zeta Consulting PM-016 with 9 transactions and an Add button. The Merge 0 method(s) button stays disabled until a method is added

Each method shows its code, its number of transactions (15 tx), its IBAN and its counterparty.

The other methods are deleted. Their transactions move to the target, and missing details on the target (IBAN, BIC, identifier, counterparty) are filled in from them.

A Default payment method can only be the target, never merged away. Methods from a bank connection cannot be merged here.

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