---
title: Balances
keywords: balances, outstanding balance, billing, invoices, filters, client, unbilled work, billing status, project, revenue, account balance, open balance, receivables, amounts due, financial balance, balance table settings
summary: Summary of the Balances view in Manor, linking to the comprehensive Balances Overview guide. Covers outstanding billable amounts, filtering options, display settings, and invoice generation.
---

# Balances

Balances show the total amount owed for billable work across your projects and clients. They serve as the foundation for creating invoices and tracking unbilled revenue.

To access balances, navigate to **Billing** in the main menu (or click **New invoice** from the Invoices view). This opens the **Balances list** showing all outstanding items waiting to be invoiced.

![Balances list overview](../screenshots/balances-dialog-overview.png)

For complete details on filtering, managing balance items, and generating invoices, see the comprehensive guide:

**[Balances Overview](balances-overview.md)**

## Summary of Key Features

- **Total Outstanding Balance** — View total unbilled amounts across the firm without VAT displayed prominently at the top.
- **Granular Filtering** — Narrow balances using quick filter keyword search and dropdown filters:
  - **Quick filter** — Search across clients and projects.
  - **Client** — Filter by specific client or all clients.
  - **Owner** — Filter by project owner.
  - **Balance categories** — Switch between **Project balances** and **Retainer balances**.
  - **Status** — Filter by invoicing state (Active invoice proposals, Active snoozes, No status, All statuses).
  - **Open status** — Filter by open projects, closed projects, or both.
  - **Firm and department** — Filter by corporate entity or business unit.
  - **Entry date** — Filter by recording timeframe (All time, custom period, etc.).
- **Clear Filters & Quick Actions** — Reset active search criteria with **Clear filters** or download balance lines via **Download** (dropdown item **Download as Excel file**).
- **Display Customization** — Configure personal viewing preferences via **[Balance Table Settings](balance-table-settings.md)** to show amounts inclusive or exclusive of VAT, and in either the client's currency or your firm's local currency.
- **Invoice Generation** — Select unbilled items directly from balances to initiate invoices or invoice proposals.

## Related Topics

- [Balances Overview](balances-overview.md) — In-depth walkthrough of balance workflows
- [Balance Table Settings](balance-table-settings.md) — Personalize VAT and currency display preferences
- [Invoices](invoices.md) — Managing generated invoices
- [Invoice Proposals](invoice-proposals.md) — Drafting and reviewing billing proposals