Use the Customer Money Bar

The coloured bar at the top of the Customers page (called the Money Bar) shows all your customer interactions. It shows:

• The number and total amount of estimates that you have open with customers
• The number and total amount of invoices to customers, and how many are overdue
• The number and amount of payments that you have received from customers in the last 30 days

Click one of the coloured categories to see transactions of a specified type. For example, click the Open invoices category to see only those customers that have open invoices. Click Clear Filter/View All to show the complete list of customers again.