View Client Credit Balances

Modified on Mon, 7 Nov, 2022 at 5:06 PM

Client Credits show amounts of cash that could be used to pay outstanding invoices.

You can view all client account balances in the Client Balances Report. Clients with a credit balance are listed in the Credit Report. The Credit Report is helpful to:

View a total amount of outstanding client credits.
Decide to refund the client or hold the credit to use against any future invoice.
Access the client account from the report to refund the credit if required.

For each client included in this list, you may wish to create an invoice for services to which the credit balance can be allocated. See What is an Unallocated Payment? for further information on this topic.

Tip: If you click on a client record, you can view the list of Payments and allocate any unallocated amounts against an outstanding invoice.

How Do I View Credit Balances?

Navigation: Invoicing > Unpaid Invoices > Credit Balances

The report shows you a list of clients who have Credits on their account.

See how many credits a client has on their account in dog walking software

The Credit Balances Report Explained:

Client: Client's Last Name, First Name. Click client name to access Client Record. To return to this report, click "Back" button.
Ref: Schedule Ref for this client.
Credit Balance: Total amount of credit held on the client's account.
Unpaid Invoices: Total amount owed according to unpaid invoices.