How can we help you? How can we help you?
  1. Marketcircle Support
  2. Billings Pro
  3. Training
  4. Managing Clients

Managing Clients

Keeping Track of your Clients
How do I sort my client list in Billings Pro?
Clients balance appears incorrect
Customizing Payment Methods
Working with Clients on the iPhone & iPad
How do I create a new client group?

Integration & Add-ons
How do I map multiple clients to the same customer in MoneyWorks?
How to format a customer's billing address in QuickBooks so it is imported correctly into Billings Pro

iPhone & iPad
Client Groups on the iPhone & iPad
How do I accept a payment?

Customizing Clients
Assigning a Currency to a Client

Creating Clients
Adding a Client from the Contacts App
A security alert appears when attempting to add a contact from Daylite as a client in Billings Pro.
How do I create a new client?