You can manage a client’s account directly from their profile. This is where you view invoices, record payments, create new invoices, and send statements.
Here’s how Follow these steps:
Open the client’s profile Click the Accounts tab This section gives you a full overview of the client’s billing activity
What you can see in the Accounts tab Within the Accounts tab, you can:
View all invoices issued to the client See recorded payments Check the status of each invoice
Invoice statuses include:
Open – The invoice has been issued and is awaiting payment Paid – Payment has been allocated to the invoice Voided – The invoice has been cancelled and is no longer active You can click on any invoice to open and review it.
What you can do from here From the Accounts tab, you can:
Create an invoice Edit an invoice Send invoices to clients and third parties Record a payment Create a credit Create a statement Send statements to clients and third parties Managing accounts from the client profile keeps all billing activity linked to the correct client and easy to access.
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