Billings Pro Help
Index

# Adding a new client

A client is a person or organization for whom you do work or otherwise associate with your projects, invoices, payments, and retainers. You can create new clients, or add clients from other applications such as Daylite, Address Book, MoneyWorks and/or QuickBooks.

## To add a new client

1. Choose File > Add Client.

   A new client card opens.

2. Enter the details.
3. Click OK.

   Billings Pro adds the new client to your client list.

To edit an existing client, double-click the name of the client in the client list.

## See also

About clients

Adding a contact or organization from Daylite

Adding a client from Address Book

Adding customers from QuickBooks as clients

Adding customers from MoneyWorks as clients