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Zero Balance Tool

June 21, 2019

We have added a Zero Balance tool. If you want to zero-out a client's balance, you can use the Zero Balance tool to create a debit or credit on the client's account. Debits and credits are forms of payments that are either a positive amount or a negative amount. The software will apply the appropriate payment type and leave a note.

To use the Zero Balance tool click on ACCOUNTING from the main menu, then click on BALANCES. You will see a list of active clients and their account balances. The Zero Balance tool can be used by clicking on 1 or more checkboxes, selecting ZERO BALANCES from the dropdown menu, and clicking SUBMIT. Clients that already have a $0.00 balance will be ignored. On the other hand, clients that have a positive or negative balance will be zero'd out.

If you have any questions, please contact support at mail@bizstim.com.

Sincerely,

The Bizstim Team

Scheduled downtime for April 29, 2019

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