Client Wallet & Balance
Prepaid credit a client can spend against services and invoices.
Overview
Clients on retainer often prefer to top up once and draw down over the month. The wallet holds that balance — deposits go in, purchases and invoice payments come out, and both sides can see where it stands.
How It Works
Deposits
Client adds credit through the portal
Spending
Applied to service purchases and invoice payments
Balance on profile
Current credit shown on the client record
Account Balances report
Every client’s balance in one view
Deposits are non-refundable and can only be used for service purchases and invoice payments — worth stating clearly to clients before they top up.
Common Issues
Balance not visible to a team member? It’s one of the fields that can be hidden per role — check their permissions.