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Viewing All Client Balances

Learn how to access a summary list of all Client balances and filter for accounting purposes.

Written by Maahi Islam
Updated over 3 weeks ago

To view all Client balances in one place, navigate to Accounting > Client Balances. This page displays each Client’s Invoice Balance and Available Balance.

An example of the Client Balances page.

You can use the Filter panel to narrow the list by minimum or maximum balance, and select Export List to download a CSV file - ideal for accounting reports or audits.

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