Every client has a billing tab that shows their financial relationship with your business — charges, payments, and running balance. This lesson explains how it all fits together.

Accessing a Client's Billing

1. Open the Client Profile
   Search for and open the client in the database.
2. Click the Billing Tab
   The client profile has multiple tabs. Click "Billing" to see their financial summary.

The Billing Interface

The billing tab shows:

• Balance Summary — Total charges, total payments, and current balance at the top
• Transaction List — Chronological list of all charges and payments
• Action Buttons — Buttons for new charge, new payment, statement, receipt

Understanding Charges vs. Payments

Type	What It Does	Effect on Balance
Charge	Adds an amount the client owes	Increases balance
Payment	Records money received	Decreases balance
Adjustment	Corrects errors or applies credits	Can increase or decrease
Write-off	Forgives an unpayable amount	Decreases balance

The formula is simple: Balance = Total Charges - Total Payments - Adjustments - Write-offs

Payment Methods Supported

Method	How It's Processed
Credit / Debit Card	Processed through Stripe (integrated)
Cash	Recorded manually in the system
Check	Recorded manually with check number
Saved Card on File	Charge a previously saved card

Quick Reference

Action	How
View billing	Client profile → Billing tab
Check balance	Balance summary at top of billing tab
Add a charge	+ New Charge button
Record a payment	+ New Payment button