Client Balance

Clients can add money to a balance in their portal and spend it on your services and invoices.

Overview

This guide explains how a balance is added, the limits, and where you see it.

Who Can Access

Team members need View Client Balance to see the amount; without it, it shows as Hidden.

How Money Gets In

• The client adds it. In their portal they open Balance and click Add Balance.
• Refunds. When you refund an invoice, the amount goes to the client’s balance.
• Merging. When you merge two clients, their balances are added together.

You and your team can’t add to or take from a balance.

The Limits

Deposits can’t be refunded. The balance can only be spent on services and invoices.

Where You See It

• The Balance column on the Clients page.
• Account Balance at the top of the client’s profile.
• Read-only on the Edit page.
• The Account Balances card in Reports → Accounts.

Frequently Asked Questions