Client’s balance

Balance is the difference between sums paid and cost of services provided and products sold. It allows you to control client’s debts and sums deposited.

Balance is indicated in the client’s card and cannot be changed because it is calculated based on the data from Sold and Paid fields.

  • Sold - total cost of services and products client purchased in all appointments with the Client onsite status.
  • Paid - total sum of all payments for each appointment.

To add a client's advance payment change the Paid sum to include the advance payment and the Balance will increase according to that amount. To decrease the Balance you need to finish the appointment without indicating payment for it.

We advise you to use the Customer accounts module to account for advance payment or deposits from your clients. You can find detailed information on working with them in this article.