Billings Pro Help
Index

# About Clients

A client is a person or organization for whom you do work. While projects are the basis of Billings Pro and an essential component of the workflow, clients are the people for whom you set up projects.

Double-clicking a client opens their client card and you can record many important details. When you select a client in Billings Pro, the Info pane shows summary information for that client including email, phone, address, and brief account information. Here you can do the following:

- Click the email address to compose an email.
- Click the phone number to see a larger view.
- Click the address to see a Google map right within the main window.
- View a brief summary of account information including overdue, unbilled amounts, balance and more.

Both the overdue and unbilled amounts become clickable buttons when you hover over them. These buttons are shortcuts for sending a statement and sending an invoice respectively.

## Billings Pro and Address Book

Each client in Billings Pro can have corresponding record in your Address Book, but this is optional. To do this, simply right-click the client name and you could either choose "Link To" and select an existing contact in Address Book or choose "Restore In Address Book" to create the client in Address Book.

## See also

About client cards

Adding a new client

About client groups