You can locate your Client's accounting page by navigating to their Profile > Accounting.
Client top ups (Credit)
You can specify whether or not your Clients can top up their account with credit by selecting an option from the ‘Client top up permissions’ dropdown menu.
Client top up permissions.
If ‘Can top up’ is selected, your Clients will be able to add credit to their account balance via the Top Up button on the Invoices & Credit Requests panel on their Client dashboard.
How your Clients can view their current account balance
You can specify whether or not your Clients can view their account balance by selecting an option from the ‘Client Balance Visibility’ dropdown menu.
Client Balance Visibility permissions.
If ‘Clients can view their balance history’ is selected, your Clients will be able to access their account balance history via their Client dashboard.
Frequently Asked Questions
How do I allow my Tutors to view my Clients’ account balances?
Simply use the ‘Tutors view Client balances’ checkbox to allow your Tutors to view Clients’ balances on Jobs and Lessons.
Tutors view Client balances checkbox.
How do I prevent my Clients from going into arrears?
Enabling the ‘Prevent negative balances’ checkbox will prevent your Tutors from marking Lessons as ‘complete’ if doing so would cause the paying Client’s account balance to drop below zero.
Prevent negative balances checkbox.
How do I automatically notify my Clients when they have a low balance?
If the ‘Low Balance Notification’ checkbox is enabled, your Clients will be notified whenever their available balance drops below a certain value.
Low Balance Notification checkbox.
The minimum balance a Client can have before they are notified of this can be set via the ‘Low Balance threshold’ field.
Low Balance threshold field.
How do I automatically notify my Client Managers that one of their Clients has a low balance?
If the ‘Low Balance Notification for manager’ checkbox is enabled, your Client Managers will be notified whenever one of their Client’s available balances drops below a certain value.
Low Balance Notification for manager checkbox.
The minimum balance a Client can have before their Client Manager is notified of this can be set via the ‘Low Balance threshold for manager’ field.
Low Balance threshold for manager field.