View Client Balance

You can quickly view a Client's Balance from the Client Details or from their Billing Details tab. The balance reflects charges, payments, and adjustments made in the Client Ledger.

1. Click My Clients in the navigation bar and select the appropriate Client.
2. See Client Balance on right side of screen.
   
   
   
   
3. OR, click the Billing Details tab.
4. See Client Balance in the the upper left corner.