To view a client’s account balance, search the client’s name in the Top Nav Bar, click on their name in the list, then click Account > Billing & Account Balance.
Understanding a client’s account balance
A client’s account balance is the credit or debit value the client has with your business.
A client has a credit (positive account balance) if they have money in their account with which they can purchase products and services. On the other hand, a client has a debit (negative account balance) when they owe your business money for purchases or missed automatic payments made using their account as the payment method.
Key tips
Refunding to the account balance
If a client makes a payment using an integrated payment method such as a credit card, and you refund the transaction to their account balance, the refund is final. The amount refunded to the account balance cannot be transferred back to the client’s initial payment method.
Making a payment to the account balance
Your clients can sign in to the Client Web App or the Achieve Client App to add money to their account if your business has merchant processing set up and if client account payments are enabled in your store settings.
You can also make a payment toward a client’s account balance from the Balance Due Report.