Glossary
Client billing terms, explained plainly
The vocabulary of getting paid, without the accounting textbook. Each entry has a definition, an explanation, a worked example, and a note on how the idea shows up in Umikflow.
10 terms
All definitions
- Agreed fee
- The total amount a client has agreed to pay for a piece of work — the figure every payment and balance is measured against.
- Client billing
- The process of agreeing a fee with a client, requesting payment for it, recording what arrives and following up on what does not.
- Client ledger
- The complete record for one client: the agreed fee, every payment received, and the resulting balance.
- Due amount
- The amount a client currently owes — in most small-business billing, the same figure as the outstanding balance.
- Invoice
- An invoice is a document that asks a customer to pay for products or services. A tax invoice in Umikflow lists line items, quantities, prices, taxes you configure, and a total, with an invoice number.
- Outstanding balance
- The part of an agreed fee that a client has not yet paid: the agreed fee minus everything recorded as received.
- Partial payment
- A payment that covers some but not all of an agreed fee, leaving a balance outstanding.
- Payment history
- The dated record of every payment received from a client, in order, showing how a balance reached its current state.
- Payment reminder
- A short message prompting a client to settle an outstanding balance, stating the figures so no lookup is needed.
- Payment tracking
- Keeping a record of every payment received from a client, so the total paid and the amount still outstanding are always known.
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