View Client Debit (Debt) Balances

Modified on Mon, 07 Nov 2022 at 05:02 PM

Client Debts show a list of clients who owe money to the business.

Clients that have outstanding invoices to be paid are easily viewed in the Debit (Debt) Balances Report. The Debit Report is helpful to:
  • Compare Debt Balance and Unpaid Invoices Totals, which should be the same amount.
  • If the amounts are different, it is highlighted in yellow indicating unallocated funds in the account.
  • View a total amount of outstanding client debts.

Tip: If you click on a client record, you can go to their list of Payments and allocate any unallocated amounts so their account is balanced.

Note: The report shows Outstanding Invoices that are Due by today's date.

How Do I View Outstanding Client Debts?

Navigation: Invoicing > Unpaid Invoices > Debit (Debt) Balances

  • The report shows you a list of clients who owe you a debt, plus the balance once any unallocated payments have been deducted.

See a list of clients who owe you money in your pet sitting software

The Debit (Debt) Balances Report Explained:

  • Client: Client's Last Name, First Name. Click client name to access Client Record. To return to this report, click "Back" button.
  • Ref: Schedule ref for this client.
  • Debt Balance: Total amount owed according to allocated receipts.
  • Unpaid Invoices: Total amount owed according to unpaid invoices.
  • Unallocated Payments: Total unallocated payments on the client's account.

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