View Client Accounts Balance

To view a list of all clients and their current Account Balance, click the Accounts option in the menu and select Accounts List.

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On the Accounts List page, clients are sorted in alphabetical order. You can filter the displayed clients by entering a client name in the Client Search bar, or by using the Filters shown when you click the “Show Filters” button on the top right-side corner.

If you choose to use the filters, you can sort the invoices by Payment Method, Invoicing Type, Service Outlet and Show All Balances/Show Only Outstanding Balances.

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On the accounts list, you can view all selected clients’ Current Balances and Add Credits.

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Another way to view a particular client’s current balance, and go to their Account History page, is by going to the Client List and clicking on a client’s name. That will open a dropdown menu where you can select “View Account” and check their current balance.

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View Client Account History

To get to a client’s Account History page, either use the View Account button under a client’s name or click their Current Balance button on the Accounts List.