ANTE User ManualCollection by Client
Collection by Client groups your receivables by client/customer. Each row shows a client's total amount billed (Total Collection) and how much is still owed (Outstanding Balance). Open a client to see the breakdown across all of their projects.
Overview
This view lets you see a client's total receivables exposure in one place. It is most useful when a client has several projects and you want their combined outstanding balance rather than figures for one project at a time.
How to Open
Go to Treasury → Receivables → Collection by Client.
Page Layout
The list page shows your clients in a table with search and a filter.
- Search - Search clients by Client Name or Email
- Filter — With Collections - Choose With Outstanding Balance to show only clients who still owe money (default shows All Clients)
- Clients Table - One row per client
Table Columns
| Column | Description |
|---|---|
| Client Name | The client/customer name (sortable) |
| Contact | The client's contact number |
| The client's email address | |
| Total Collection | Total amount billed to this client (sortable) |
| Outstanding Balance | Amount still owed; shown in red when greater than zero (sortable) |
Client Detail
Click any client row to open the Client Collection Details page.
The detail page shows:
- Overview card - Client name, email, contact number, and the Outstanding Balance (shown in red when there is a balance due)
- Client Information - Client Name, Email, Contact Number, Total Collection, Total Collected, and Outstanding Balance
- Projects - A table of the client's projects, each with its Project Name, Budget, Total Collection, Total Collected, and Outstanding Balance
Use the Back button (or the breadcrumb) to return to the client list.
Common Tasks
Viewing a Client's Receivables
- Go to Treasury → Receivables → Collection by Client
- (Optional) Search by client name or email, or set the With Collections filter to With Outstanding Balance
- Click the client's row to open Client Collection Details
Reviewing a Client's Projects
- Open the client (see above)
- Scroll to the Projects table
- Review each project's Budget, Total Collection, Total Collected, and Outstanding Balance
- Click a project row to open its Project Collection Details
Tips
- Outstanding Balance in red - A red balance means the client still owes money; a zero balance is shown in muted text.
- Filter to focus - Use With Outstanding Balance to quickly narrow the list to clients who owe money.
- Sort to prioritize - Sort by Outstanding Balance to put the largest exposures first.
Related Pages
- Collection by Project - Receivables grouped by project
💡 Note: The client-level view consolidates a client's receivables across all of their projects, so you can see total exposure at a glance.