VIEW SUMMARY

Master the Client Summary: Track Balances, Invoices & More 

The Client Summary is your financial control center—where you see everything related to what a client owes, paid, or should be reminded about. Here's a sporty walkthrough to keep your back office sharp and fast :

 At the Top: Know Your Totals

• Balance: The total financial standing of the client.
  
  
• Outstanding Balance: Unpaid amounts for services and/or products.
  
  
• Credits: Includes receipts and credit notes that can be used to pay later.
  
  

📄 Service Invoices (Classes & Sessions)

When a client buys a single pass for example or any service, it shows here.

Each entry displays:

• Invoice Number, Description, Date, Discount, Amount, Paid, Credit Note, Balance
  
  
• Under Actions ➡️ Tap Credit Note to refund via credit (explained in detail [in the Credit Note article])
  
  

Click on any Invoice Number to:

• View full invoice details
  
  
• See allocated receipts
  
  
• Print Invoice if needed
  
  

-Product Invoices (POS Sales)

These come from your POS module when a product is sold.

Same fields as service invoices, but:

• Action here = Return 🔁
  
  
  • Choose quantity
    
    
  • Select refund payment method
    
    
  • Hit Submit to process the return
    
    

(For step-by-step: check the [POS Return article])

🧾 Receipts / Payments

Track how and when payments happened.

You’ll see:

• RCT Number, Description (how was the payment done, it could be “payment received” or “online payment received” or “refund” or “credit note refund”, etc.)
  
  
• Date, Payment Method, Amount, Allocated, Credits
  
  
• Action ➡️ Tap Print Receipt
  
  

🪙 Credit Notes

Filed when you refund a client using credit instead of cash. Each line includes:

• CN Number, Description (e.g. "Credit Note for INV-00989")
  
  
• Date, Payment Method, Amount, Allocated Amount, Credits
  
  
• Action ➡️ Delete if needed
  
  

(Want a full breakdown? Visit the [Credit Note Article] 📚)

⏰ Payment Reminders

If any payment reminder is linked to the client, you'll find it here.

You’ll see:

• Date, Description, Amount, Completed (Yes/No)
  
  
• Actions:
  
  
  • Receive Payment
    
    
  • Mark as Paid
    
    
  • Delete Reminder
    
    

Need to add one? Head to the client’s profile ➡️ View Statement ➡️ Add Payment Reminder

📥 Export Like a Pro

For every section:
✅ Export to Excel
✅ Customize Columns for clearer or simplified views
✅ Perfect for reports, audits, or your accountant’s peace of mind

Stay on top of every financial detail for every client—all in one place. Let us know if you want help creating or explaining credit notes, returns, or payment flows!