Agenda (00:56)

What is the Client Billing subtab? (1:29)

What you can do using the 'Operations' button (2:57)

The 'Add filter' button (9:42)

The 'Sort' button and Search bar (10:13)

A client first wanted a credit, then said they'd prefer a refund (11:04)

I accidentally refunded by check instead of the client's credit card (11:25)

Income vs Cashflow (12:11)

A client has a balance of $100. How do I bring their balance down to $0? (17:04)

Current vs Expected balance (18:09)

How to read a client account (19:02)

What is the best way to cancel a credit balance? (22:33)

Can a payment be made by someone who isn't an account member? (23:05)

Can two parents split the installment payments on one invoice? (23:29)

Upcoming Payments subtab (24:31)

Purchases subtab (26:56)

What makes an expected balance appear on an account? (28:01)

I created a credit memo by accident, how do I cancel it? (29:45)

A parent registered themselves instead of their child. How do I fix this? (31:13)

I want to replace an activity, but the new activity doesn't appear as an option (32:56)

How to apply a credit towards a future installment (33:17)

How to refund without canceling an invoice (34:37)

The refund is successful, but the client still hasn't received the money (35:45)

How to edit a specific client's subscription end date (36:40)

Online payments batched within 24 hours (36:58)

Can I charge a client for an activity based on participation rather than a set cost? (37:59)

How long does it take for an eCheck to fully process ? (38:46)

How to find articles in the Knowledge Base or send us a message (40:06)