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Understanding balances

Each customer has an account balance that’s automatically calculated from all their billing line items (charges and credits).
  • 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 or credits.

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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.Customer list with balances
3

View details

Click on a customer’s name to see their full billing history and current balance.Customer detail page

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View all balances

To see balances across all customers:
  1. Go to Customers in the sidebar
  2. The list shows each customer’s current balance
  3. Sort by balance to see who owes the most
  4. Use search to find specific customers

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Add charges to increase balance

When you need to charge a customer for additional work or fees:
  1. Go to the customer’s page
  2. Click Add Entry in the Billing section
  3. Select Charge
  4. Enter the amount and description
  5. Click Save
The customer’s balance will increase (become more negative) by the charge amount. Adding a charge

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Add credits to reduce balance

When a customer makes a payment or you issue a refund/discount:
  1. Go to the customer’s page
  2. Click Add Entry in the Billing section
  3. Select Credit
  4. Enter the amount and description (include payment method in notes)
  5. Click Save
The customer’s balance will decrease (become less negative) by the credit amount. Adding a credit

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View billing history

On each customer’s detail page, the Billing section shows:
  • Current balance at the top
  • List of all billing line items (newest first)
  • Each item shows the date, description, and amount
  • Charges appear as negative amounts
  • Credits appear as positive amounts
You can click on any line item to see full details.

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Share balance with customer

To let customers view their own balance:
  1. Go to the customer’s page
  2. In the Billing section, click Generate Link under Payment Link
  3. Click Copy to copy the link
  4. Share it with your customer via text or email
The customer can open the link to view their current balance and recent charges. See Sharing payment links for more details.