It can sometimes be easier to view payments on a per client basis than on a business wide basis. Maybe your client is leaving your office for the day and you want to check if she has any outstanding invoices. Rather than go to your Payments → Invoices view, you can go to that clients profile and see their Open invoices and any uninvoiced charges they may have. This makes it a little more targeted for you when you're working one on one with a client.
To learn more about the different things you can do under the Client's Payments tab, click on the links below to go to our respective documentation resources:
- Adding Charges and Credits
- Creating an invoice from Uninvoiced Charges or Credits
- Navigating through to Invoices from Invoices table
The general layout of the Clients Payments tab is such that any uninvoiced charges are at the top in the table and all invoices for the clients are listed at the bottom:
The buttons at the top of each table view only apply to the respective table view.