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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.

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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. Click on a customer’s name to open their profile.
3

See the balance on the customer profile

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

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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. Click the balance amount shown in the top card, or scroll down and tap the Billing History link row
The billing history shows a chronological timeline grouped by date: Billing history with balance

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Filtering and searching

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

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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.

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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. Click the Add Charge button at the top of the billing history page
  3. Enter a Title (required), the Amount, optional tax (enter a tax rate % or a dollar amount — they stay in sync), and an optional Description
  4. Click Add Charge
The customer’s balance will increase (become more negative) by the charge amount. Charge created in billing history

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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. Click the Add Credit button at the top of the billing history page
  3. Enter a Title (required), the Amount, and an optional Description
  4. Click Add Credit
The customer’s balance will decrease (become less negative) by the credit amount. Credit created in billing history

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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. Click the Record Payment button at the top of the billing history page
  3. Select the invoice the payment applies to from the Invoice dropdown
  4. Choose the payment method and enter the amount
  5. Click Record Payment
See Recording payments for full details.

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Share an invoice with a customer

To let customers view and pay an invoice online, send them the invoice payment link:
  1. Go to Money in the sidebar and click on the invoice you want to send
  2. Tap Send Invoice to open the SMS sharing modal
Send invoice flyout with payment link
  1. Tap Send SMS to open your messaging app with the link, or Copy to copy just the link
The customer can open the link to view their invoice, see all charges and credits, and pay online. See Sharing payment links for more details.