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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 this week

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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