Adding a client

A client is a person or an organization for whom you do work or otherwise associate with your projects, invoices, payments, and retainers. Each client in Billings is linked to an Address Book card, containing details such as the client's name, company information, phone numbers, email addresses, mailing addresses, and notes.

To add a client existing in your Address Book

  1. Choose File > Add Client.
  2. In the sheet that opens, choose From Address Book.
  3. Select a client.
  4. Click Add.

    Billings adds the client to your client list.

To add a new client

  1. Choose File > Add Client.
  2. In the sheet that opens, click New Card.

    Address Book opens.

  3. Enter the details of the client.
  4. Close Address Book and switch to Billings.

    Note that the newly added client is selected by Billings.

  5. Click Add.

    Billings adds the new client to your client list.

To edit an existing client, double-click the name of the client in the client list. You can also import a contact or organization from Daylite. Refer the article "Adding a contact or organization from Daylite" for more information.

See also

Adding a contact or organization from Daylite

Showing address in map

Deleting a client