In this article, learn how to pay all a client's balances down at once.
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Last updated: June 21, 2023
If you have a client that has multiple balance items on their account, you are able to pay all the balances down at once by following the steps below.
Pay All Balances - Step by Step Guide
- Navigate to the client's profile page
- Click "View" on the Outstanding Balances box
- Click the three dot menu in the top right of the Balance History drawer and select "Pay Balance"
- Hit Continue and submit payment
- Once the payment is processed, all outstanding balances will show as paid
Pay All Balances - Video Walkthrough
Pay All Balances - Guided Walkthrough and Demo
In-App Walkthrough:
- Navigate to the client's profile page
- Click "View" on the Outstanding Balances box
- Click the three dot menu in the top right of the Balance History drawer and select "Pay Balance"
- Hit Continue and submit payment
- Once the payment is processed, all outstanding balances will show as paid