Skip to main content
All CollectionsManage Contacts
View A Client Ledger And Client Balance
View A Client Ledger And Client Balance

How To View A Client Ledger And Client Balance In ZenCase

Christine Clark avatar
Written by Christine Clark
Updated over a week ago

Overview

When viewing a specific client, the "Billing" tab will give you an overview of the client's aging summary at the top of the tabbed section. You can also view all of your invoice and payment transactions in the client ledger.

You can view, export, and filter your client ledger to manage your client's balance.

How To View A Client Ledger

  • Go to the Contacts list page

  • In the Client filter, select "Yes" to filter contacts by clients

  • Select a client in the table by clicking the client's name

  • On the specific client details page, click the "Billing" tab

  • You should be able to view any invoice and payment transactions

  • Click "Settings" to turn on/off columns to display

  • Click "Export Ledger Entries" to export to CSV

You can view detailed transactions of your client ledger in the table. You can also filter by date to view specific transactions and you can export transactions to a CSV file.

At the top of the page is the Client A/R summary to give you the amounts due for the following date ranges:

  • Current

  • 1 to 30 days Overdue

  • 31 to 60 days Overdue

  • 61 to 90 days Overdue

  • 90+ days Overdue

  • Total Due


โ€‹

If you have any questions, please feel free to contact us.

Did this answer your question?