If your client has a balance but you know they've paid, it's possible that you didn't record a payment. A quick way to check this is the Session Billing Status report in your Insights Reports. You'll see details of whether or not sessions are paid.
It's also helpful to create a statement for the past few months to double check and make sure that you've added all payments.
If the client paid you in cash, check, or by credit card outside of Stripe, you can add a backdated payment. If you are processing through Stripe, the transaction will take the current date.
- Head to the client’s billing page by clicking on the client’s name, then click on the Billing tab.
- In the blue At-A-Glance column on the right side of the page, you’ll see the Add a Payment section.
- Edit the payment date to reflect the date payment was received*, then edit the payment amount. You can pay the balance, or another amount.
- Click on the green Add Payment button. Now the payment is recorded and applied to the client’s balance.
*If you are processing through Stripe, the transaction will take the current date.