Consult the open amounts of a client

On the client record page, the client balance section allows you to quickly see the total amount due, the overdue amount (in orange), and the upcoming amount (in blue), with a breakdown by the number of days overdue. 

On the right side of the section, you will see the total payments received over the last 90 days, which is quick and convenient to see the amount collected in the last rolling quarter. 

The header of this section displays additional elements: 

• The flag icon next to the client’s name: useful for tracking client activities on the timeline.

• Stars in front of the client’s name: represent the client’s rating or score.

• Navigation arrows: to browse through all client records.

The client balance can be displayed in foreign currency by toggling to the "In Currency" mode.