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  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 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?

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