---
title: Updating Client Information on a Closed Deal
description: How to change the client company, billing company, or contacts on a closed deal, and what happens to accounting that has already been paid.
---
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# Updating Client Information on a Closed Deal
## How to change the client company, billing company, or contacts on a closed deal, and what happens to accounting that has already been paid.
Client and billing information can be updated on a closed deal — including deals with paid accounting — without reopening the deal. This is handled through the **Change** button rather than the standard Edit Deal flow.
The guiding principle: **paid accounting keeps the information it was billed under; open accounting picks up the change.**
---
**Making the Change**
1. Open the closed deal.
2. In the client or billing section, click **Change**.
3. The **Change Billing Info** popup opens with the company form and its associated contacts.
4. Update the company, select a different company, or update individual contacts. Contacts load automatically when you select a different company.
5. Click **Save**.
---
**What Can Be Changed**
| Item | Can be changed on a closed, paid deal? |
| --- | --- |
| Client company | Yes |
| Client contacts | Yes |
| Opposite side company and contacts | Yes |
| Bill To company and contacts | Yes |
| Outside broker | **No** — restricted once accounting is paid or partially paid |
---
**Effect on Accounting**
The change applies differently depending on whether accounting has been paid:
| Accounting state | Behavior |
| --- | --- |
| **Paid** invoices, receivables, and payables | Retain the original company and contact information used at the time of billing. These records are not retroactively updated. |
| **Open** invoices, receivables, and payables | Inherit the updated client company, its contacts, or the opposite side contacts. |
This applies to invoices as well. A paid invoice continues to display the company it was billed to. Open invoices regenerate with the current company information.
> **Why it works this way:** A paid invoice is a record of a completed transaction. Changing the party it was issued to after payment would misrepresent what actually happened, and would break reconciliation against your accounting system.
---
**Outside Brokers**
Outside brokers cannot be changed on a deal with paid or partially paid accounting. This restriction exists because the payable has already been issued against that broker. If the outside broker genuinely needs to change, the associated payable must be removed first — contact [support@dealius.com](mailto:support@dealius.com) for assistance.
---
**QuickBooks Sync**
When billing information is changed on a closed deal that is synced to QuickBooks, the updated billing address and company name are pushed to QuickBooks for the corresponding open records. Paid records in QuickBooks retain their original billing details, consistent with the behavior in Dealius.
---
**Permissions**
The **Change** button and the billing removal (✕) control are only available to users who have permission to edit the closed deal. For users without that permission, the controls are disabled.
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