Accounts of Clients window

Accounts of Clients window displays the total payments, total invoices and general balances information of all Clients and a table with individual accounts of each Client.

To open the Accounts of Clients window click Accounts of Clients icon in the Navigation panel or select menu Navigation > Accounts of Clients.

The general view of the Accounts of Clients window:

Note: For your convenience, only accounts with at least one Invoice or at least one Payment are displayed. It prevents cluttering the screen with display of many prospective Clients with zero accounts.

The very important detail of the Accounts of Clients window is the View drop-down list, where you select in which currency the information is displayed: your Base Currency or in the Client Currencies:

When the Base Currency is selected, all numbers for each Client are displayed in the Base Currency and the columns names are marked with letter "B":

Note: The total numbers for all Clients (in the upper part of the Accounts of Clients window) is displayed only if the Base Currency is selected.

If the Client Currency is selected in the View drop-down list, the Invoices, Payment and Balance numbers for each client is displayed in its Client Currency and the total numbers for all Clients are not displayed.

Note: Global Date Filter does not influence the results displayed on the Accounts of Clients window.

See Also: Account page of the Client window