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CrisisHelper - First Aid in Tough Times of World Economic Crisis


tologo Account page of the Client window

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Account page of the Client window provides you with financial information concerning the total payments, total invoices and account balance for the particular Client (the Client is selected on the Main page of the Client window and its name is displayed in the window header); pie chart showing the importance of the client basing on the Gross Revenues is displayed.

note Note: The pie diagram is displayed only if there are Invoices to the Client in the database.

To open the Client Account page, click Client icon from the Navigation panel and then switch to the Account tab or click menu Navigation > Client > Account.

A general view of the page can be seen below:

account page

 

note Note: All Invoices and Payments of the Client are taken into account, independently of current settings of the Global Date Filter.

 

line

 

See Also: Accounts of Clients window



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