When a customer or vendor is merged in Xero, Peakflo will automatically detect the merge and move all related documents to the new (active) customer/vendor. This includes:
- Reassign all Invoices (AR) from the old customer to the new one
- Reassign all payments
- Reassign all credit notes (AP and AR)
- Reassign all Bills (AP) from the old customer to the new one
After moving everything, Peakflo will also mark the old customer/vendor as archived.
You will also see timeline notes added automatically on the new customer/ vendor.
