Account Balances Report
Location: Reports > Appointment & Client Reports
The Account Balance Report displays a list of current balances owed to the business by the client or credits owed to the client as recorded on the client’s card.
Select an option to show All Balances, Balance Due or Account Credits.
Each selection will show a different report based on the client account balance:
- All Balances will display all of the client account balances where an account charge, prepayment, deposit or received on account are applied to a client.
- Balance Due will display all of the client account balances where the client owes the business.
- Account Credit will display all of the clients where they are due a credit from the business.
Related Articles
Account Balances
Basic Rules of the Account Balance Feature The Ticket and Client Card > Account Balance total will display as Client Credit $X.XX or Client Owes $X.XX. The line items on the Account Balance table will display in the Accountant preferred way, using a ...ABC Report
Location: Reports > Business Analysis Reports The ABC Report computes the key performance indicators tracked by Arrojo Business Consultants and combines the information all-in-one place. Businesses who sell Arrojo and follow their business model ...Gift List Report
Location: Reports > Inventory & Gift Reports Gift List Report The Gift List Report provides a detailed view of all gift certificates sold both in-store and online. This report helps you track gift activity, balances, and usage over a selected time ...Credit Card Batch Report
Location: Reports > Transaction Reports The Credit Card Batch Report exclusively reports on transactions where the payment used STX Payments integrated credit card processing. The report focuses on a single day's transactions starting at 9:30 PM EDT ...Refund Report
Location: Reports > Transaction Reports Inspire Refund Report The Inspire Refund Report provides a detailed view of all refunded tickets, including information on whether products were restocked or if refunds were deducted from a worker’s ...