Resolving a clients account balance

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
   
3. Select the Client Profile
4. Scroll down to the Account Balance section

5. Click Resolve Account Charges

6. Check the relevant invoices you would like to bundle
7. Click Create an Invoice

8. Click Pay Now once the invoice has been created