Step 1: Navigate to the Client Card
Start by logging into your Pabau account using your login credentials. Then, navigate to the search bar at the top of the screen to search for the client. Type at least three letters of the client's name for their client card to pull up.
Step 2: Switch to the Financials Tab
Once you're in the client card, click on the Financials tab on the left-hand side. This section gives you access to all financial activity related to the client, including invoices, payments, and account balances.
Step 3: Access the ''Account Summary''
In the top-right corner of the Financials section, click the ''Account Summary'' button. Once clicked, it will open a new tab where you can view a full financial overview for the selected client.
Step 4: Reviewing the Financial Summary
Once the ''Account Summary'' opens in a new tab, you'll see a complete overview of the client's financial activity. The page is divided into two main sections:
Top Summary Section
At the top, you’ll find three key figures that provide a quick financial snapshot:
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Account Balance - Displays the current credit available on the client’s account.
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Outstanding Balance - Shows the total amount the client still owes.
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Total Spent - Reflects the total value of all transactions made by the client.
Detailed Transaction Table
Below the summary, a table lists each transaction related to the client. The columns include:
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Type - Indicates the nature of the transaction (e.g., payment, invoice, package sold or used).
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Date - The exact date the transaction was recorded.
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Existing Balance - The client’s balance before this transaction was applied.
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Change - The value added to or deducted from the client’s account.
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New Balance – The updated balance after the transaction.
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Notes – Any additional comments or context linked to the transaction.
Exporting Data
For ease of use, you can export the entire financial statement summary as a CSV file. This allows you to maintain detailed records or perform further analysis using external tools.
By following these steps, you can efficiently review and manage your client’s financial activity, ensuring clear and accurate records that support smooth billing and account tracking.
For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.
Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.