Wrong Client Linked as BillTo

This article will outline the simplest way to fix an incorrect BillTo link.

1. In AbacusLaw, go to Matters>Linked Names, and click Add link.
   
   
   
   
2. Select the Name that is currently linked as the BillTo (yes, the incorrect one), and officially make it the BillTo.
   
   
   
   
3. If the old billto now has a new ID number in AbacusLaw, or has been deleted, you will need to create a new dummy name with the same ID number that the old billto had, and link that name (what is important is that the client number matches what you currently see in Abacus Accounting).
4. When it asks what you want to do with the current BillTo, select Change.
5. Select any Link Type other than BillTo for the one being changed and click Done.
   
   
   
   
6. In the “Accounting Data for Matter…” window that appears, click Done.
7. Now, we repeat this process, this time linking the correct Name as the BillTo.
8. In AbacusLaw, on the Linked Names tab, select the Name who should be the BillTo and click BillTo.
9. When it asks what you want to do with the current BillTo, select Change.
10. Select any Link Type other than BillTo for the one being changed and click Done.
11. In the “Accounting Data for Matter…” window that appears, click Done.
12. Select the incorrect Name you added in step 2 and just changed in step 6, and click Unlink.
    
    
    
    

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