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CustomersUpdated Mar 20261 min read

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.


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. 1Click Customers in the left menu.
  2. 2Find the customer and click their name to open their profile.
  3. 3You'll see a summary at the top: total invoiced, total paid, and outstanding balance.
  4. 4Scroll down to see a list of all invoices — with their amounts, due dates, and statuses (paid, overdue, draft, etc.).
  5. 5Click any invoice to open it fully.

Tip: 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.


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