To view a list of all clients and their current Account Balance, click the Accounts option in the menu and select Accounts List.
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.
On the accounts list, you can view all selected clients’ Current Balances and Add Credits.
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.
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.
Either way, you’ll be taken to their Account History page where you can see every charge and credit made to their account.
