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.