You can sort your clients in Billings pro three ways. You can sort by client's full name, client's last name, or by Company Name.
The client's Full Name will prioritize the first name then the last name.
The client's' last name will prioritize the last name then the first name.
The company name will sort based on the company name on record.
- In the menubar go to Billings Pro > Preferences.
- Click the General tab.
- Under Client List, select the desired sort option.