Client window Account tab

Migration notice: This page was converted from the legacy TO3000 3D CHM. Classification: KEEP. Legacy wording is evidence only — verify against current TO3000 7.1 / qa before treating as authoritative.

The Account tab of the Client window provides you with simplified balance of this client’s financial accounts:

·Totals of payments, invoices, credit notes, refunds and account balance, as calculated from the previous figures;

·A pie chart showing the share of this client in Gross Revenues.

client account

To open the Account tab, open the Client window and then click the Account tab.

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