How Do I Move Projects to a Different Billing Contact?

See Also


Do the following to change the contact specified as the Billing Client for a project:

  1. Open the project record to be updated.
  2. In the Project-Details screen, in the Key People section, click Reassign. A contact list displays.
  3. Click Assign for the new Billing Client. That contact's name now displays in the Billing Client field.

The previously selected Billing Client is still associated with the project, but the bills will now go to the contact in the Billing Client field.