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How To Get A Report Of Clients With A Pending Balance In DripJobs

In this article you will learn how to get a report of clients with a pending balance in DripJobs

Written by Bennah Marie Eliseo

1. Go to "Invoices"

Go to "Invoices"

2. Click on "Actions"

Click on "Actions"

3. Export Invoices to Download the Invoice Report

Export Invoices to download the Invoice Report

4. Open the Document and Add Filters

Open the document and add filters

Click here

Click here

Click here

8. Filter by the Balance Column to See All Invoices with a Pending Amount

Filter by the Balance column to see all invoices with a pending amount

Dripjobs does not currently have a built-in view to see all clients with outstanding balances. Exporting the invoice report and filtering by the balance column in the downloaded document is the recommended workaround to identify pending payments.

If you need any assistance with this, please don’t hesitate to contact DripJobs Customer Support or the HelpDesk.

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