You can see all of a client's details and recent activity from their detail page. Here is how to get there:
- Click Clients in the left sidebar.
- Click on any client's row in the list to open their detail page.
The client detail page shows everything about that client in one place:
Contact Information -- at the top you will see the client's name, company name, email addresses, phone numbers, address, and website.
Recent Invoices -- a list of the client's most recent invoices showing the invoice number, date, status, and amount. Click View All to see every invoice for this client. Click any invoice row to open it.
Recent Quotes -- a list of the client's most recent quotes with the same details. Click View All to see all quotes.
Recent Payments -- a list of recent payments showing the payment method, date, status, and amount.
Internal Notes -- if you have added private notes about this client, they will appear here in a highlighted box.
Right sidebar summary -- on the right side of the page you will find:
- Account Balance -- the total amount the client owes (or any credit they have).
- Outstanding -- the total unpaid amount and how many unpaid invoices there are.
- Available Credit -- any credit balance from credit memos.
- Activity -- total counts of invoices, quotes, and payments.
- Default Payment Terms -- the payment terms set for this client.
- Client Since -- the date the client was added.
From the right sidebar you can also click Create New to quickly start a new invoice or quote for this client, or click Record Payment if the client has an outstanding balance.
On the Mobile App
- Tap the More tab (bottom right), then tap Clients under Manage.
- Tap any client's row to open their detail screen.
The client detail screen has a profile-style layout with four swipeable tabs:
- Overview -- contact details (email, phone, address, website), account balance, outstanding amount, available credit, and internal notes.
- Invoices -- all invoices for this client. Tap any invoice to open it.
- Quotes -- all quotes for this client. Tap any quote to open it.
- Payments -- all payments from this client. Tap any payment to view details.
At the top of the screen you will see the client's name, and stats showing invoice count, quote count, outstanding amount, and payment count.
To quickly create a new document for this client, tap the + button (floating action button) in the bottom-right corner. A menu appears with New Invoice, New Quote, and Record Payment.