On the Billing & Account Balance page of a client profile, you can view and manage a client’s account balance, saved credit cards, and saved ACH. You can also redeem daily deals or gift cards from here, or clear a client’s account balance.
To view a client’s Billing & Account Balance page:
- On the Top Nav Bar, click the Search button , and enter the client’s information in the box. You can enter the client’s name, phone number, email address, UID, or client ID.
- In the list of clients displayed, click the client’s name.
- On the side menu, click Account.
- On the Account menu, click Billing & Account Balance.