If the main customer was selected incorrectly or needs to be changed (e.g., another payer), you can update it directly in the General tab.
Steps
Open the file and go to the General tab.
In the Client section, click the dropdown menu.
Select the correct main customer.
Type the name or client number to search quickly.
If the client doesn’t exist yet, create them in the Thirds tab first.
The new client is automatically saved when you leave the dossier.
📌 Screenshot: [Client dropdown placeholder]
💡 Tip: If the file has linked invoices, check with Admin before changing the main booker to avoid billing inconsistencies.