About the Account view
The Account view shows the account summary for a client. To get to the Account view, select a client and choose View > Account. Billings allows you to manage account information on a client basis. The Account view adds the following:
- A chronological display of estimates, invoices, payments, retainers, and statements.
- Inline display of invoices with a paid stamp if the invoice is fully paid.
- Inline display of payments and retainers as receipts.
- Inline display of estimates and statements.
- Shortcut buttons to add payments, retainers, resend invoices, and send statements.
- Display of invoice & payment balance and retainer balance.