Clients & Relationships
Viewing Client Payment History & Receivables
Track lifetime billings, outstanding balances, overdue receipts, and payment method habits across all projects for a specific client.
Before taking on a massive new contract with an existing client, it pays to check their historical payment reliability. Flanceflow provides a dedicated financial ledger inside every client profile showing total revenue generated, pending receivables, and average days to payment.
How to view client financials
- Open the Clients page from the main workspace sidebar.
- Click on the client whose financial history you want to inspect.
- Click the "Invoices & Payments" tab within the client modal.
- Review the top KPI cards: Lifetime Value (LTV), Total Collected, Pending Receivables, and Overdue Balance.
- Scroll through the invoice ledger to view individual invoice numbers, issue dates, payment status, and PDF links.
- Click on any payment event to inspect transaction details, payment method used, or reconciliation notes.
Client financial ledger metrics
| Financial metric | Calculation | Significance | Where displayed |
|---|---|---|---|
| Lifetime Value (LTV) | Sum of all paid invoices | Total cumulative revenue earned from this relationship | Top of client modal & exportable summaries. |
| Pending Receivables | Sum of sent but unpaid invoices before due date | Expected cash flow in current billing cycle | Client card badge & cash flow dashboard. |
| Overdue Balance | Sum of unpaid invoices past due date | Capital at risk requiring active follow-up | Highlighted in red on client card & topbar alerts. |
| Average Payment Speed | Mean days from invoice dispatch to payment | Reliability metric for forecasting cash flow | Client insights sidebar panel. |
Receivables management tips
- One-click statement: Need to send a complete statement of accounts? Click "Export Client Statement" to generate a summary PDF of all open and paid invoices.
- Staggered deposits: For clients with a history of slow payment, require a 50% upfront deposit on future projects before starting work.
- Automatic receipt dispatch: When you mark an invoice as paid, Flanceflow automatically emails a branded payment receipt to the client’s billing contact.
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