How do I sort my client list in Billings Pro?
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.
Client's Full Name will prioritize first name then last name.
Clients last name will prioritize last name then first name.
Company name will sort based on company name on record.
- In the menubar go to Billings Pro > Preferences.
- Click the General tab.
- Under Client List, select the desired sort option.