How do I determine a client's current amount due?

The balance on file is the place to look (or the ‘Payment/Accounting dashboard, which summarizes this data). Do you want people to always be a week ahead? Two weeks? The balance on file section shows the total’s needed to add that amount of ‘time’ to the client’s balance.

Note though that if they have a negative balance of $70, and a daily rate of $10, taking a $70 payment will not get them credit enough for seven more days- it will only cover their existing outstanding balance. Aguardion offers you a few shortcuts, but sometimes a little basic math will be required to bring the balances to where you want them to be ideally.

Also note that Aguardion doesn’t bill for that day until midnight: this must be taken into account when providing them an amount to pay. 

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