Follow this guide from your agency portal.
On the left-hand side - select REPORTING.
Of these options - select SALES LEDGER.
From here, you have the option of a summary report (each client) or a detailed report (each individual invoice from each client).
To filter a specific client - click FILTER.
This report will give you a detailed breakdown of your client's invoices, including outstanding balance, overdue invoice total, headroom, etc.
Alternatively, you can select EXPORT to view this data in a spreadsheet format.
If you have any further questions, please contact us at support@raistech.io