You can navigate to the client list by clicking the “Clients” tab in the navigation. From here, you can create new clients and view all the existing clients in your system. Clicking on any row in the client list will take you to the client details page. See below for a detailed description of the client list.
1. Client Filter
The client filter enables you to filter the list of clients by key word. Simply type into the filter and the list below will update to only display clients that match your query.
2. Client Count
The client count displays the number of clients in the system. If the client filter above is applied, this number will update to match the number of matching results from your query.
3. Create Client Button
Clicking the “Create Client” button will open the create client modal. Once created, new clients will show up in the client list.
4. Client Name Column
This column displays the client name. By default the list will be sorted by client name. To reverse the sort, simply click on the column header.
5. Total Invoices Column
This column displays the number of invoices in the Cartwheel system for the relevant client.
6. Totally Earnings Column
This column represents the total dollar amount that has been collected from the client via invoices in the Cartwheel system. This number will not reflect earnings accumulated prior to implementing Cartwheel, nor will it include earnings of any invoices not present in the Cartwheel system.
7. Outstanding Balance Column
This column represents the total outstanding balance from the client via invoices in the Cartwheel system. This number will not reflect outstanding balances from invoices recorded prior to implementing Cartwheel, nor will it include balances of any invoices not present in the Cartwheel system.