You can view a client’s billing information and account balance on the Billing & Account Balance page of their client profile. From here, you can manage the client’s account balance, saved credit cards, and saved ACH account information. You can also redeem gift cards for the client.
To access a client’s Billing & Account Balance page, use the Search 
button in the Top Nav Bar to look up the client, click their name to go to their client profile, then click Account > Billing & Account Balance in the side menu.
Key tips before you begin
If your business has multiple locations, the payment methods saved for the location you’re signed in to are displayed by default. You can change the location to view the payment methods stored for the client at another location.
If your business uses the same merchant processor account for all locations, all saved payment methods for a client will be displayed regardless of the location selected.
Staff members must be assigned to a staff role with the Manage client billing and account balance permission enabled to view a client’s payment methods.
Update a client’s account balance
You can pay off a client’s account balance in part or in full by making a payment on their Billing & Account Balance page. You can also manually adjust a client’s account balance by crediting or debiting the account, which doesn’t require a payment method.
Pay off a client’s account balance
To pay off a client’s account balance in full or in part, complete the following:
On the client’s Billing & Account Balance page, under Account Balance, click Make a Payment.
Select each payment method the client wants to use. In most cases, the total payment is split between the selected payment methods equally, but you can adjust the amounts as required.
If surcharges are enabled in your store settings, and you select Virtual Terminal or Card Swiper for the account payment, the surcharge will be applied to the transaction. If you don’t want the client to pay a surcharge for this transaction, set the Add a surcharge of option to OFF.
If you select Virtual Terminal and select a saved payment method, you can make the payment in installments through a payment plan:
Set the Apply payment plan option to ON.
Under Payment Plan, select the number of payments you want the amount divided into.
Under Repeat Every, select how often you want payments to occur.
Under Start, select when you want the payments to begin.
Under Comment, add a comment to the transaction if necessary.
Click Complete.
To generate a receipt, select one of the following options:
Click Email receipt to send an email receipt to the client’s associated email.
Click Print receipt to print a receipt from your computer.
Click Receipt printer to print a receipt from a receipt printer.
Adjust a client’s account balance
Note: If a client has been sent to Collections, their account can’t be debited until they’re removed from collections.
To credit or debit a client’s account, complete the following:
On the client’s Billing & Account Balance page, under Account Balance, click +Credit or -Debit to add or remove funds from a client’s balance.
Enter the amount to add or remove.
Under Note, add a note to the transaction if necessary.
Click Credit account or Debit account to complete the transaction.
View a client’s account balance history
The account balance history lists the last six months of activity related to the client’s account balance, including any transactions that were completed using the account balance as a payment method.
To view a client’s account balance history, under Account Balance, click View History.
Headings in a client’s account balance history
Heading | Description |
Date | The date and time of the transaction. |
Transaction Item | The product or service that was purchased during the transaction. If a payment to the account was made, Account Payment will be displayed. |
Payment Method | The payment method used for the transaction. |
Account Debit | The amount debited from the account balance. Because these are charges to the client’s account, the entries in this column appear as negative amounts. |
Account Credit | The amount credited to the account balance. |
Account Balance | The amount of the account balance after the transaction. |
User | The staff member who performed the transaction. |
Note | The Notes icon |
appears if any notes were added to the transaction. Hover over the icon to preview the text for the note.