💳 Client Balances

We're adding running balances for every client so you can see at a glance what each client owes, what they've paid, and where they stand.

Each client gets a balance that updates as you bill, collect payments, or apply credits. Inside the Client Portal, clients will see their own balance and be able to pay a specific invoice or settle their full balance in one action. No more "hey, I lost track of which sessions I owe for" emails.

Statements (a single document showing charges, payments, and adjustments over a period) are coming as a follow-up, useful for clients filing FSA reimbursements or organizing records at tax time.