Resolving a clients account balance
  • 07 Jun 2023
  • 1 Minute to read
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Resolving a clients account balance

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    Light
  • PDF

Article summary

Clients with chargeable accounts may have a negative account balance for Services or Products which were agreed to be paid at a later date. Multiple invoices can be bundled and resolved at once.

This article will detail how to view and resolve a negative account balance from the Client's Profile.

Resolving client account balance

Steps

  1. Navigate to the Clients menu
  2. Search for the relevant Client
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  3. Select the Client Profile
  4. Scroll down to the Account Balance section

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  1. Click Resolve Account Charges

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  1. Check the relevant invoices you would like to bundle
  2. Click Create an Invoice

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  1. Click Pay Now once the invoice has been created

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