Admin only

Billing & Payments

Review Square payments across clients and manage hour balances (add or reduce) without touching the purchased totals.

Secured 0 users

People

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Selected user

Select a user to view billing and edit their balance.

In-person balance (hours)

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Spendable hours for sessions.

In-person purchased (hours)

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Paid credits (from completed payments).

Telehealth balance (hours)

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Spendable hours for sessions.

Telehealth purchased (hours)

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Paid credits (from completed payments).

Adjust balance

This edits the selected balance only (no changes to purchased totals). Enter hours and choose Add or Reduce.

If you issue a Square refund, pair it with a manual balance reduction here so the user cannot keep refunded hours.

Hours adjustments

Pick a user to view edits.

Checkout issues

Pick a user to view checkout issues.

User

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Payments

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Balance edits

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