How to View a Customer's Invoice and Payment History

Need to know how much a client owes you, or whether they've ever paid late? AstaBill keeps a full history for every customer.

Steps

1. Click Customers in the left menu.
2. Find the customer and click their name to open their profile.
3. The Overview tab shows a summary: total invoiced, total paid, and outstanding balance.
4. Click the Transactions tab to see a full list of all invoices and sales receipts, with amounts and statuses.
5. Click any invoice to open it fully.
6. Use the Statement tab to view or export the customer's account statement.

Before a meeting with a big client, check their profile first. Knowing their payment history gives you context — especially if you're considering extending credit or offering new payment terms.