About Clients
A client is a person or an organization whom you bill for the work done. Projects are the basis of the Billings workflow, and clients are the people or companies for whom you create projects. Working from the Projects view (View > Projects), you can select a client and the project list shows all the projects associated with that client.
When you select a client in Billings, 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.
- You can also see overdue, unbilled amounts 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 and Address Book
Each client in Billings has a corresponding record in your Address Book. Information such as the client's name, company, phone number, email address, and postal address, is stored in their Address Book card; Billings uses this information on its estimates and invoices, and to address envelopes, labels, and email messages to clients. If you wish to edit such client details, you must do so in the Address Book application. Double-clicking a client in Billings opens the client card and you'll see a button to edit that corresponding record in Address Book. When a client record has changed in Address Book, Billings tracks it and allows you to resolve changes.
If you remove a client from Billings, the corresponding Address Book card will remain, unaffected. However, all of the projects associated with that client will be permanently deleted. If you accidentally delete the Address Book card of a client, Billings will warn you; you can either link the client to another contact in Address Book, or restore the client in Address Book.