If you would like to see which clients have balances due or have funds on their account to use, you can do that in your HDPhotoHub account. This report will help you easily keep track of your client balances without having to look at each clients account.
How to access your client balance report
Click the steps below for a detailed walk-through:
Step 1: Click the Business tab
Step 2: Click the Reports tab
Step 3: Click "Client Balance Report"
Step 4: Choose which clients to display; any balance, balance owed, account funds, or unapplied funds.
Step 5: Download .CSV File, if needed
Step-by-step:
Step 1: Click the Business tab at the top of the page.
Step 2: Click the Reports tab on the left-hand side.
Step 3: In the Accounts Receivable section, click the Client Balance Report.
Step 4: In the "Show me clients" drop-down menu, select which clients you would like to display. You can choose clients with any type of balance, clients that owe you, clients that have funds on their account, or clients that unapplied funds.
Step 5: If needed, you can download this information into a .csv file by clicking the "Download .CSV File" button.
For any additional questions, our Support team is ready to help you!
Phone/Text:- 509-515-3338
Email: [email protected]