Client records connect account information with related billing records; the actual transactions remain in their finance workflows.
Use an account's Invoices tab for its related invoices. The account Overview can show Outstanding, Past Due, and Retainer Balance summaries when permitted. A contact's Invoices view follows its related records and may differ from the account-wide view.
Open the invoice to inspect line items, payments, and balance. Use the case or Client Retainers workflow for retained funds. An account summary is not the place to assume a payment was received or to change an invoice total.
The account Overview includes Invoice Reminders and an authorized control labeled Disable automated invoice reminders for this account. When enabled, this opt-out disables reminders for that account's current and future invoices. Read the displayed Enabled/Disabled state carefully because the switch is phrased as a disable action.
Allowing reminders for an account does not itself send one immediately; reminder processing still follows its configured workflow. See the Finances topic for invoicing, payments, and retainers.