Balances
Your complete guide to Client Balances in TutorCruncher and how they work.
By Maahi1 author8 articles
- Client BalanceLearn what Client balances are and how they are tracked within TutorCruncher.
- Viewing All Client BalancesLearn how to access a summary list of all Client balances and filter for accounting purposes.
- Viewing and Generating Balance StatementsLearn how to view and generate detailed statements of Client balance history.
- Invoice vs Available BalanceUnderstand the difference between Invoice Balance and Available Balance.
- Unallocated CreditLearn what Unallocated Credit is and how it can be used to pay Invoices.
- Adjusting a Client’s BalanceLearn how to adjust Client balances using Manual Adjustments or Credit Requests.
- Quick PaymentsLearn how Administrators can take Quick Payments to top up Client balances or process one-off charges.
- Preventing Negative BalancesLearn how to prevent Clients from accruing negative balances.