The balances page has addition improvements and features. Here is a list of the additions or changes:
- removed active client balances page
- removed all client balances page
- removed balance column
- added filter for account status
- added filter for date interval
- added balance (interval) column
- added balance (all time) column
- all columns are orderable
- all columns are searchable
The client balances page will appear almost the same as it did, however, the functionality is greatly improved.
Instead of clicking on links to view the balance information across 2 pages, you can now use the filtering options to view the balance information from one page. This will improve the user user's experience when working with client balances.
A date interval filter has been added. By default, the date interval displays the current month. You can select presets for the previous month, current year, or choose to select your own date interval. Since we are looking at date intervals, a second column for BALANCE was added.
BALANCE | INTERVAL displays the client balance given the date interval selected. BALANCE | ALL TIME displays the client balance for the entire history of the client. There was some confusion in our testing with the interval balance so we decided to add the all time balance as well.
Remember, the balance columns take the billable sessions from the calendar and uses the following calculation: cost + tax + debit - payment - credit. For the date interval, the session dates and payment dates are used to determine the balance for the specific date interval. If you typically invoice your clients, there may be a delay between the service rendered and the payment for the service applied.
If you do not collect payment from your clients right away, you may want to record payments with a payment date occurring in the same month of the session. If you do not do this, there may be a positive or negative balance for the BALANCE | INTERVAL amount on display. That's why the ALL TIME balance column exists.
If you use the "Search..." option, you can search any column. You can search by first name, last name, or type the mount for due, paid, or balance.
If you have any questions, please contact support at mail@bizstim.com.
Sincerely,
The Bizstim Team
