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Book Contents

Book Index

Balances tab

The client's invoices and receipting history per month are displayed in the Balances tab.

You have the option to send the information to Excel or to print a report.

See Also

Client Details

Search for Client

Client Details window

Client button descriptions

Clients Details sidebar

Settings tab

Reports tab

Creating a Client record

Working with Syndicates

Inserting a Write Off

Dealing with duplicated client records

How to print a statement for the client

How to print an address label for a client

How to record equipment on loan