How to merge client accounts

This is the documentation for the deprecated product BILLmanager 6 Startup and BILLmanager 6 Advanced. It is no longer updated and may be irrelevant. Documentation for the current version of BILLmanager can be found in the BILLmanager 6 section.

In BILLmanager, you can merge two client accounts into one. The main account will have services, payments, and expenses of both clients.

Note:

After you have completed this operation, the account being merged will be deleted. All his users will be merged to the remaining account.

Complete the following steps:

Go to Tools → Merge clients.
Select the Primary account and Merging account.
Click on Next.
Make sure that you have specified the accounts correctly.
Click on Finish.

Note:

If you have merged clients connected to different providers, the primary account will be connected to several providers.