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Knowledge Base
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Clients
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Managing clients
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Client purchases and transactions
Client purchases and transactions
Saving a client’s ACH account information
Troubleshooting: Duplicate charge on client’s credit card does not appear in their client profile
Viewing a client’s Purchases page
Viewing a client’s Transactions page
Viewing a client’s Billing & Account Balance page
Achieve Client App: Viewing and managing your account balance
Client Web App: Viewing and managing your account balance
Viewing a client’s account balance history
FAQ: Why did my automatic payment fail to charge my client’s account?
Understanding client transactions
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