How to Change a Billing Unit on Client Card

To change a billing unit on the Client Card, head over to the Details-view, under the Ownership and Acquisition section.

Click on the billing unit.

The following dialog will appear, type in the field to search for the billing unit you want.

Select the billing unit once it appears on the list and you are done.

Note:

1. Ensure that you are either a Case Manager, a Client Manager, a User with 'Assistant'-role, or a User with 'Administrator'-rights set up to be able to make changes.