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Checking a customer’s account balance

Checking a customer’s account balance

You can quickly retrieve a customer’s account balance in their customer profile. The account balance can be found on the left sidebar:

  • Credit Limit: the amount listed here is the available line of credit that your business has granted to the customer.
  • On Account: the amount listed here is the customer pre-paid funds that your business is holding for redemption.
    • Please note, if the account balance is a positive number, then the customer has overpaid, prepaid or added more credit to the account.
  • On Credit: the amount listed here the line of credit that the customer has used.
  • Available Credit: the amount listed here shows the outstanding amount that a customer can charge based on the assigned credit limit and what has currently been charged.

Viewing an account statement for a customer
  • Navigate to the customer’s profile. Select the Billing Tab.
  • Click “View Statement.”
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