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How Can I See a Client’s Billing History?

Learn how to find the current amount due, payments year-to-date, and Lifetime Spend for specific clients.

Colin Connor avatar
Written by Colin Connor
Updated over 3 weeks ago

This feature is available on all Goodshuffle Pro Plans.

Let’s say you’re trying to find out how much a particular client owes on their account at a glance.

First, you’ll want to go to your client directory, or click their name on a project.

Click on your client’s name, and then click on the ‘Billing’ tab to view their Current Amount Due:

Or, if you are looking to create a full report, you can use the Due Balances Report to see all outstanding and remaining balances for your customers.


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