Billings Pro Help
Index

# About Client Groups

You can set up client groups to organize clients and manage them effectively. To set up client groups, choose Billings Pro > Preferences, click Labels, and select the Client Groups tab. All the client groups you have created in the Preferences show up in the client source list in Billings Pro. You can add clients to a group by drag and drop.

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.

## See also

About clients

Setting up a client group