About Client Cards
Client cards display many important details of a client. This includes picture, email, address, client group, client number, extra fields and many others. Working from the Projects view in Billings, you can open a client card by selecting the client and double-clicking.
All clients in Billings are also contacts in Address Book. From the client card, you can quickly edit the corresponding contact record in Address Book.
When a client record has changed in Address Book, Billings tracks it and allows you to resolve changes. If you have multiple email ID's or addresses set up in Address Book for a client, you can simply open the client card in Billings and select the email and/or address you wish to use. Billings uses this information when sending estimates, invoices, statements, etc.