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How to View Outstanding Balances for a Customer

You can quickly see how much a customer currently owes you from their profile page. Go to Get Paid → Customers and click the customer's name.

Steps

  1. Go to Get Paid → Customers and click the customer's name.
  2. On the Overview tab, check the "Total Unpaid" KPI card for their current outstanding balance.
  3. Open the "Invoices" tab and filter by status (Approved, Sent, Partially Paid, Overdue) to see exactly which invoices make up that balance.

Related Articles

  • How to View a Customer's Transaction History
  • How to Create a Customer Statement
  • How to Manage Overdue Invoices

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