Skip to main content

​
Understanding balances

Each customer has an account balance that’s automatically calculated from all their billing line items (charges, credits, and payments).
  • Negative balance (like -$150.00) - Customer owes you money
  • Zero balance ($0.00) - Account is paid in full
  • Positive balance (like $25.00) - Customer has a credit
The balance updates instantly whenever you add charges, credits, or record payments.

​
View a customer’s balance

1

Go to Customers

Click Customers in the sidebar.
2

Find the customer

Customer balances are shown in the balance column on the customer list. Click on a customer’s name to open their profile.
3

See the balance on the customer profile

The billing section of the customer profile shows the current balance. Click the balance amount to open the full billing history.Customer detail page with balanceBilling section on customer profile

​
View billing history

Each customer has a dedicated billing history page showing all their charges, credits, and payments. To access it:
  1. Click on a customer’s name
  2. In the Billing section, click the balance amount
The billing history shows a chronological timeline grouped by date: Billing history with balance

​
Filtering and searching

Use the controls at the top to narrow down the list:
  • Search — Find entries by notes, service name, or property address
  • Type — Filter to show only Charges, Credits, or Payments
  • Date range — Filter to a specific time period

​
Viewing entry details

Click on any line item to open a detail panel showing the full breakdown including subtotal, tax, total, payment status, and related information.

​
Add a charge manually

When you need to charge a customer for additional work or fees:
  1. Open the customer’s billing history (click the balance on their profile)
  2. Tap the floating action button (➕) in the bottom-right corner
  3. Select Add Charge
  4. Enter the amount, optional tax, and notes
  5. Click Add Charge
The customer’s balance will increase (become more negative) by the charge amount. Charge created in billing history

​
Add a credit manually

When you want to issue a discount, refund, or adjustment:
  1. Open the customer’s billing history (click the balance on their profile)
  2. Tap the floating action button (➕) in the bottom-right corner
  3. Select Add Credit
  4. Enter the amount and notes
  5. Click Add Credit
The customer’s balance will decrease (become less negative) by the credit amount. Credit created in billing history

​
Record a payment

When a customer pays by cash, check, or another offline method, use Record Payment to add it to their account:
  1. Open the customer’s billing history or profile
  2. Tap the floating action button (➕) in the bottom-right corner
  3. Select Record Payment
  4. Choose the payment method and enter the amount
  5. Click Record Payment
See Recording payments for full details.

​
Share balance with customer

To let customers view their own balance and pay online:
  1. Open the customer’s profile or billing history
  2. Tap the floating action button (➕) in the bottom-right corner
Customer detail FAB menu
  1. Select Invoice
  2. Search for and select the customer (if not already selected)
  3. Copy the pre-filled message or tap Compose SMS to send directly
The customer can open the link to view their current balance and recent charges. See Sharing payment links for more details.