The Client Balance module gives you a real-time financial summary for every individual client. See outstanding invoices, deposits paid, credit notes applied, course balances, and payment history in one clear view. Apply payments, issue refunds, and export transaction statements with a single click.
How It Works
01
Open any client profile and navigate to the Balance tab
02
View all outstanding invoices, credits, and course values at a glance
03
Apply a payment against an invoice or issue a credit note
04
Export a full transaction statement as PDF or CSV for the client
Key Features
Real-Time Balance Display
Outstanding Invoice List
Credit Note Creation
Deposit Tracking
Full Payment History
PDF Statement Export
Multi-Currency Support
Automated Payment Reminders
Pro Tips
Set and enforce a minimum deposit policy using the balance module to protect revenue
Issue credit notes instead of cash refunds wherever possible to retain revenue in the business
Run the client balance report monthly to identify and chase outstanding debts proactively