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- The Client Browser Window shows all the clients for the selected month. To switch months, click and hold on the month popup menu.
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- To show a summary of the current month, click the blue "i" next to the month popup menu (or select "Get Info…" from the "View" menu).
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- To create a new client, click the "New…" button. Enter the name of the client and other appropriate information in the dialog box and press "OK".
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- To remove a client from the current month, select the client (or clients) and click the "Remove" button.
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- To open the selected client(s), click the "Open" button, press the return/enter key on your keyboard, or double click the client(s).
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- The search all the months/categories for a client's name or invoice number, click the "Search…" button.