Can I move a project from one client to another?

If you want to move a project from one client to another it is simple as long as you have not invoiced them in the past BUT if you have already billed this project please contact for assistance. **Note: If you have invoices that contain multiple projects or payments that pay invoices for multiple projects, the project will not be able to be moved to a new client. Let us know your Firm ID, what Project (including ID) you would like to move from what client (including ID) to what client (including ID).

If you have not invoiced your project yet follow the steps below:

  1. Go to Projects in your blue menu bar.
  2. Click into the Project you desire.
  3. Click on the  Edit Project button.
  4. In the "Client" field, change this to the new client (either typing or using magnifying glass icon to search)
  5. Click the Save button.
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