Billing Q&A: Renumbering Clients

August 2023    Tags: ,

I created a new client a few weeks ago and have since added fees and costs. However, I was recently informed that this client should have been made as a matter to an existing client instead. I would prefer to not have to delete and recreate this activity. Is there a way to change the Client ID so that it becomes a matter for the other existing client?

You can change any existing Client ID to another by using the Renumber Client utility. When renumbering a client, any records associated to the original client will be renumbered to the new Client ID as well.

To renumber a client

  1. In the Quick Launch, search for and select “Renumber Client.” We recommend making the backup when prompted.
  2. In the Old Client ID field, select the Client ID that needs to be renumbered.
  3. In the New Client ID field, enter an unused Client ID that you want the matter to use.
  4. Click OK.
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