Billings Pro Help
Index

# About the Account view

The Account view shows the account summary for a client. Along with the Projects view, the Account view is an important view for working with Billings Pro as it displays financial transactions for a client.

Billings Pro allows you to manage account information on a per-client basis. To get to the Account view, select a client and choose View > Account. The Account view displays the following information:

- A chronological display of estimates, invoices, payments, retainers, and statements.
- Inline display of invoices with a paid stamp if the invoice is fully paid.
- Inline display of payments and retainers as receipts.
- Inline display of estimates and statements.
- Shortcut buttons to add payments, retainers, resend invoices, and send statements.
- Display of invoice & payment balance and retainer balance.

## See also

About the Billings Pro workflow

About the Projects view