How do I find duplicate customers or suppliers in Aicountly Billing?
I think the same party has been entered twice and want to check before raising more bills.
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Aicountly Product Guide
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Open Parties and click Duplicate check. It lists groups of parties that share the same GSTIN, phone number or email address, or the same name (ignoring case, punctuation, and "Pvt Ltd"). Each group shows the reason it matched, and each party in it shows its GSTIN, state, outstanding amount and a link to its Statement.
If the button is greyed out, Billing has not found anything that looks like a duplicate. Billing only points out the matches; it does not merge anything. Use Fix these in Smart Books in the same panel to open Smart Books and sort the accounts out there, after checking each party's statement.
Aicountly Product Guide · 1h ago
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