Billings Pro Help
Index

# Setting up a client group

Billings Pro allows you to organize clients into distinct groups for managing them effectively. In the Labels pane of Billings Pro Preferences, you can set up client groups. For example, you can set up a group called "Past clients" and include all the clients with whom you have worked before. You can set up a group called "Active clients" and include the clients for whom you are currently working.

## To set up a client group in the Preferences

1. Choose Billings Pro > Preferences.
2. Click Labels.
3. Click the Client Groups tab.
4. Click the + button to add a new client group and enter a name.
5. To update the information on Billings Pro Server immediately, click Sync. Otherwise, Billings Pro syncs with Billings Pro Server every 5 minutes automatically and will update the information during the next sync.

To remove a client group, select the client group and click the - button.

## To set up a client group

1. Choose File > Add Client Group.
2. In the sheet that opens, enter a name for the client group.
3. Click Add.

All the client groups you have created in the Preferences show up in the client source list in Billings Pro. You can move clients from one group to another by drag and drop.

## See also

About clients

About client groups