About Client Groups
You can set up client groups to organize clients and manage them effectively. In the Labels pane of Billings Preferences, you can set up client groups and add clients to a group by drag and drop.
For example, you can set up a group called "Past clients" and include all the clients with whom you have worked before. You can set up a group called "Active clients" and include the clients for whom you are currently working. All the client groups you have created in the Preferences show up in the client source list in Billings.