2.
Search for an existing profile
3.View the Balance
a.If the balance is red, then the client has an overdue balance.
b.If the balance is negative, then the client has a credit on their account.
c.If the balance is positive, then the client owes money but their account is not overdue.
4.Optional – View recent invoices
a.Click the down arrow beside the balance
b.Click on the View button beside a specific invoice
