About Client Cards

Client cards are useful for recording important information about your clients. This includes full name, company name, job title, picture, email, address, client group, client number, extra fields and many others.

Working from Billings Pro, you can open a client card by selecting the client and double-clicking. All client cards have an Action button which when clicked provides options to open the client in Daylite, MoneyWorks, or Address Book, if the client was created from one of these applications. If there is no client link to Daylite, then Billings Pro does a name search.

See also

About clients

About client groups