View Individual Client Payment Transactions and Balance

You can view all Client Payment Transactions (cash, check, or credit card) from the Client Ledger.

1. Hover over the Managers tab in the navigation bar and select Client Manager from the drop-down. 
2. Click on desired Client.
3. Select Client Ledger from General section in the left menu.
4. Filter Client Ledger as desired.
5. Click Go to view transactions.
6. The Client Ledger displays transaction dates, descriptions, charges, payments, and balance.