To view all Client balances in one place, navigate to Accounting > Client Balances. This page lists every Client with their Available Balance and Invoice Balance side by side. See here for the difference between the two figures.
An example of the Client Balances page.
Filtering the list
The filters sit as chips along the top of the list. Click one to set it, and click the × on an applied chip to clear it. There are three:
Show only Live clients — hides Dormant and Prospect Clients. All Clients are shown by default.
Available Balance — set a minimum, a maximum, or both.
Invoice Balance — the same range, applied to the Invoice Balance column instead.
If the chips don't all fit on one row, the rest sit under More filters.
Exporting the list
Click Export to download the list as a CSV — useful for accounting reports or audits. The export respects whatever filters you have applied, so filter first and then export if you only want a subset. The file contains the Client ID, name, Invoice Balance and Available Balance.