Adding a client from Address Book

A client is a person or organization for whom you do work or otherwise associate with your projects, invoices, payments, and retainers. You can add contact records existing in your Address Book as clients in Billings Pro.

To add contacts from your Address Book

  1. Choose File > Add Client from > Address Book.
  2. In the sheet that opens, select a client.
  3. Click Add.

Alternately, you may click the "+" button at the bottom-left corner of the Billings Pro window and choose "Add Client from Address Book."

See also

About clients

Adding a contact or organization from Daylite

Adding customers from QuickBooks as clients

Adding customers from MoneyWorks as clients