Pay All Balances

In this article, learn how to pay all a client's balances down at once.

APPLIES TO: Admins and Staff

Last updated: April 18, 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