Understanding client status
Client status helps you see who needs attention at a glance.
3 min read
Client payment status
Each client has a status that shows their payment situation:
Paid ✓
The client has no outstanding balance. They're all caught up!
Pending
Payment is expected but not yet due. The client has an upcoming payment.
Overdue
The payment due date has passed and the client hasn't paid yet. These clients may need a reminder.
Where do I see status?
Client status appears:
How is status calculated?
Status is based on:
When a client pays their full balance, their status automatically changes to "Paid".
Taking action on status
For Overdue clients:
For Pending clients:
Related: How automatic reminders work
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