So your client is showing a zero balance in the Accounting tab but the Client Unpaid metric card does not reflect this. (For example, STAR Labs Inc. listed here has a zero balance, but is showing $120,885.72 unpaid...) Here are some ways to research and see if this is indeed the case or if the Client Unpaid metric card is not functioning as it should:
- Check the Invoice Status report for this particular client. After choosing your date range and client and other search criteria, check to see that all invoices listed here are Paid. If any of them show Partial or Unpaid, then see the next step.
- Check the Payments Applied report. Let's make sure that all payments for this client have been applied to all the invoices. While the accounting may line up to show $0, there may be invoices that are still showing unpaid. This means there may be payments (or credit adjustments) that are still waiting to be applied to invoices.
- Check the Account Activity report and look for any debit adjustments. Due to the nature of debit adjustments, payments cannot be applied to them. If possible, please convert these into invoices. This way, payments can be applied to them.
If, after checking these three items, the client has a zero balance but is still showing that they owe on the Client Unpaid metric card, please e-mail Support@Bill4Time.com and provide as much information as possible so they may research the matter further for you.