
Moving a project between clients
You can re-link a project to a different client, if necessary. When you move your project, the entire project including slips, files, web references, and other project related data is moved as well.
To move a project between clients
- Select the project.
- Hold down the mouse and drag the project to the client window.
- Drop the project on a client of your choice.
Billings Pro shows a blue rectangle around the selected client to confirm that the project is being moved to that client.
Billings Pro also enables you to drag a slip from a project to a client in the source list and then drop the slip into a project of that client.