Payments
      Back to home
      1. UP Help Center
      2. Payments

      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