There are several ways to see what your Clients owe you in FreshBooks. You can use an Accounts Aging Report, or check a Client profile to see their outstanding amount.
Accounts Aging Report
You can run an Accounts Aging report with these steps:
- Go to the Reports tab
- Click on Accounts Aging
- Choose your Period Ending range, and click Update
FreshBooks will display the Organization Name, as well as the amount past due from 0 – 30, 31 – 60, 61 – 90 and 91+ days. Clicking on any totals will bring you to the list of Invoices that make up the amount displayed in the Report. For more details on this report, you can check out this page here.
To see the total a Client owes you, you can view it inside their profile. Steps are below:
- Go to the People tab
- Click on the blue link under the Organization Name column
- You are now inside the Client’s profile.
The Account Standing section will display the current outstanding amount that your Client owes, as well as any credit that they have incurred.
If you’re looking for an Account Statement, you can follow the steps here instead.