Collection by Client

Collection by Client organizes receivables by client/customer, showing total amounts owed across all their projects.

Overview

This view aggregates outstanding collections by client. Useful when a client has multiple projects and you want to see their total outstanding balance.

Page Layout

• Search - Find clients
• Filter - Filter by status, balance
• Clients Table - List of clients with receivables

Table Columns

Column	Description
Client Name	Company/client name
Projects	Number of projects
Total Billed	Sum of all invoices
Collected	Total payments received
Outstanding	Total balance owed
Last Payment	Most recent payment
Credit Status	Good/On Hold

Common Tasks

Viewing Client Receivables

1. Go to Treasury → Receivables → Collection by Client
2. Find client in list
3. Click to view details

Viewing Client's Projects

1. Click on client name
2. Go to Projects tab
3. See all projects with balances
4. View individual project details

Recording a Collection

1. Click on client
2. Click Record Collection
3. Select project (if multiple)
4. Enter payment details
5. Click Save

Generating Client Statement

1. Select client
2. Click Generate Statement
3. Choose to include:
   • All projects or specific ones
   • Date range
4. Print or email to client

Client Credit Management

Based on payment history, clients may have:

Status	Description
Good Standing	Payments on time
Watch	Some late payments
On Hold	Significant overdue
Credit Blocked	No new credit

Tips

• Consolidated View - See total client exposure
• Prioritize Collection - Focus on large balances
• Regular Statements - Send monthly statements
• Payment Plans - Arrange for large balances
• Credit Limits - Monitor against limits

Related Pages

• Collection by Project - Project-based view
• Collection Logs - All collections
• For Review - Collections to review

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💡 Note: Client-level view helps manage overall client relationships and credit.