Find a client in the collections list

Use the filters and search controls to find a client, then work through the troubleshooting checks if the client is missing.

Find a client

1. Open Collections from the left sidebar.
2. To work one partner's clients, choose that partner from Partner. Leave it empty to see all partners.
3. Choose an option under Sort to change the order. Time overdue is the default.
4. Enter a client name or invoice number in Search.
5. Click a client row to open the statement.

If the client is missing

1. Clear Partner and Search, then check the list again.
2. Confirm the client has an overdue balance.
3. If the client appears but has no statement, open the detail panel and check Enable statement emails. Grey means statement emails are off.
4. Open Settings → Collections Settings and check whether the client is excluded.
5. Compare the client's balance with the configured trigger threshold. A balance below the threshold does not generate a statement.