---
title: "Customer Management: Balance"
description: The Balance section allows you to view the current balance of every Customer registered in your system.
---

[Skip to content](https://support.phonexa.com/customer-management-balance#main-content)

[![phonexa\_logo-white](https://support.phonexa.com/hubfs/phonexa_logo-white.svg)](https://support.phonexa.com/?hsLang=en)

Open main navigation

Close main navigation

- [➜\]](https://phonexa.com/)

[➜\]](https://phonexa.com/?hsLang=en)

 Phonexa Support Center

- There are no suggestions because the search field is empty.

1. [Knowledge Base](https://support.phonexa.com/?hsLang=en)
2. [Books360](https://support.phonexa.com/books360?hsLang=en)
3. [Customer Management](https://support.phonexa.com/books360?hsLang=en#customer-management)

# Customer Management: Balance

## The Balance section allows you to view the current balance of every Customer registered in your system.

<iframe src="https://player.vimeo.com/video/967826282?badge=0&amp;autopause=0&amp;player_id=0&amp;app_id=58479" frameborder="0" allow="autoplay; fullscreen; picture-in-picture; clipboard-write" style="position:absolute;top:0;left:0;width:100%;height:100%;" title="Books360 - Customer Management - Balance (1)"></iframe>

To view the list, go to the **Customer Management \> Balance** section.

[![customer balance 1-1](https://support.phonexa.com/hs-fs/hubfs/customer%20balance%201-1.png?width=688&height=210&name=customer%20balance%201-1.png)](https://support.phonexa.com/hubfs/customer%20balance%201-1.png?hsLang=en)<https://support.phonexa.com/hubfs/customer%20balance%201.png?hsLang=en>

You can narrow down the search results by using the following filters:

- **Customer:** Select the Customer.
- **Pay Period:** Select the Customer’s set payment frequency (*Manual* / *Monthly* / *Semi-Monthly* / *Weekly*).
- **Bank Account:** Select the Customer’s bank account
- **Payment Model:** Select the Customer’s set payment model (*Prepay* / *Postpay*).

The list contains the following information:

- - **Bank ID:** Select the preferred bank account from the drop-down list.
    - **Add Bank Change Notification:** Select the **“Yes”** option from the drop-down list to inform the Customer about the Bank Account change via the invoice. Select the **“No”** option to disable the notification.

Click the **“Save”** button to complete.

[![customer balance 2-1](https://support.phonexa.com/hs-fs/hubfs/customer%20balance%202-1.png?width=688&height=322&name=customer%20balance%202-1.png)](https://support.phonexa.com/hubfs/customer%20balance%202-1.png?hsLang=en)

- [General information](https://support.phonexa.com/general-information?hsLang=en#main-content)

    - [Account Settings](https://support.phonexa.com/general-information?hsLang=en#account-settings)
    - [Security Settings](https://support.phonexa.com/general-information?hsLang=en#security-settings)
    - [Users](https://support.phonexa.com/general-information?hsLang=en#users)
    - [System Customization](https://support.phonexa.com/general-information?hsLang=en#system-customization)
    - [Project Customization](https://support.phonexa.com/general-information?hsLang=en#project-customization)
    - [Product Customization](https://support.phonexa.com/general-information?hsLang=en#product-customization)
    - [System Management](https://support.phonexa.com/general-information?hsLang=en#system-management)
    - [Support](https://support.phonexa.com/general-information?hsLang=en#support)
- [LMS Sync & Call Logic](https://support.phonexa.com/lms-sync-call-logic?hsLang=en#main-content)

    - [Extra Features](https://support.phonexa.com/lms-sync-call-logic?hsLang=en#extra-features)
    - [Publisher Configuration](https://support.phonexa.com/lms-sync-call-logic?hsLang=en#publisher-configuration)
    - [Client Management](https://support.phonexa.com/lms-sync-call-logic?hsLang=en#client-management)
    - [System Logs](https://support.phonexa.com/lms-sync-call-logic?hsLang=en#system-logs)
    - [Documents And References](https://support.phonexa.com/lms-sync-call-logic?hsLang=en#documents-and-references)
    - [Reports and Analytics](https://support.phonexa.com/lms-sync-call-logic?hsLang=en#reports-and-analytics)
    - [Publisher management](https://support.phonexa.com/lms-sync-call-logic?hsLang=en#publisher-management)
    - [Call Logic Customization](https://support.phonexa.com/lms-sync-call-logic?hsLang=en#call-logic-customization)
    - [Campaign Configuration](https://support.phonexa.com/lms-sync-call-logic?hsLang=en#campaign-configuration)
    - [Feed CMS](https://support.phonexa.com/lms-sync-call-logic?hsLang=en#feed-cms)
    - [Event Tracking](https://support.phonexa.com/lms-sync-call-logic?hsLang=en#event-tracking)
    - [iClear](https://support.phonexa.com/lms-sync-call-logic?hsLang=en#iclear)
- [E-Delivery](https://support.phonexa.com/e-delivery?hsLang=en#main-content)

    - [List Management](https://support.phonexa.com/e-delivery?hsLang=en#list-management)
    - [Email Campaigns](https://support.phonexa.com/e-delivery?hsLang=en#email-campaigns)
    - [SMS Campaigns](https://support.phonexa.com/e-delivery?hsLang=en#sms-campaigns)
    - [Reports](https://support.phonexa.com/e-delivery?hsLang=en#reports)
    - [Suppression Management](https://support.phonexa.com/e-delivery?hsLang=en#suppression-management)
- [Books360](https://support.phonexa.com/books360?hsLang=en#main-content)

    - [Books 360 Integration](https://support.phonexa.com/books360?hsLang=en#books-360-integration)
    - [Vendor Management](https://support.phonexa.com/books360?hsLang=en#vendor-management)
    - [Account](https://support.phonexa.com/books360?hsLang=en#account)
    - [Customer Management](https://support.phonexa.com/books360?hsLang=en#customer-management)
- [Opt-Intel](https://support.phonexa.com/opt-intel?hsLang=en#main-content)

    - [List Management](https://support.phonexa.com/opt-intel?hsLang=en#list-management)
    - [All Reports](https://support.phonexa.com/opt-intel?hsLang=en#all-reports)
    - [Mailers](https://support.phonexa.com/opt-intel?hsLang=en#mailers)
    - [Campaigns](https://support.phonexa.com/opt-intel?hsLang=en#campaigns)
    - [System Management](https://support.phonexa.com/opt-intel?hsLang=en#system-management)
- [HitMetrix](https://support.phonexa.com/hitmetrix?hsLang=en#main-content)

    - [Analytics](https://support.phonexa.com/hitmetrix?hsLang=en#analytics)
    - [Heatmaps](https://support.phonexa.com/hitmetrix?hsLang=en#heatmaps)
    - [System Management](https://support.phonexa.com/hitmetrix?hsLang=en#system-management)
- [Lynx](https://support.phonexa.com/lynx?hsLang=en#main-content)

    - [Offers](https://support.phonexa.com/lynx?hsLang=en#offers)
    - [LYNX Reports](https://support.phonexa.com/lynx?hsLang=en#lynx-reports)
    - [Advertisers](https://support.phonexa.com/lynx?hsLang=en#advertisers)
    - [Affiliates](https://support.phonexa.com/lynx?hsLang=en#affiliates)
    - [Account Settings](https://support.phonexa.com/lynx?hsLang=en#account-settings)
- [Cloud PBX](https://support.phonexa.com/cloud-pbx?hsLang=en)

[![Phonexa\_logo\_color](https://support.phonexa.com/hubfs/Phonexa_logo_color.svg "Phonexa_logo_color")](https://phonexa.com/?hsLang=en)

Phonexa Knowledge Base

<https://www.facebook.com/phonexa/> <https://twitter.com/@phonexacalls> <https://linkedin.com/company/phonexa> <https://www.youtube.com/channel/UC4l-Pr8jkfqNTruWi6UlucQ/videos> <https://www.instagram.com/phonexa/>

Copyright © 2026, Phonexa