Overview
When viewing a specific client, the "Billing" tab will give you an overview of the client's aging summary at the top of the tabbed section. You can also view all of your invoice and payment transactions in the client ledger.
You can view, export, and filter your client ledger to manage your client's balance.
How To View A Client Ledger
Go to the Contacts list page
In the Client filter, select "Yes" to filter contacts by clients
Select a client in the table by clicking the client's name
On the specific client details page, click the "Billing" tab
You should be able to view any invoice and payment transactions
Click "Settings" to turn on/off columns to display
Click "Export Ledger Entries" to export to CSV
You can view detailed transactions of your client ledger in the table. You can also filter by date to view specific transactions and you can export transactions to a CSV file.
At the top of the page is the Client A/R summary to give you the amounts due for the following date ranges:
Current
1 to 30 days Overdue
31 to 60 days Overdue
61 to 90 days Overdue
90+ days Overdue
Total Due
If you have any questions, please feel free to contact us.