Admin only
Billing & Payments
Review Square payments across clients and manage hour balances (add or reduce) without touching the purchased totals.
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.
- Pick a user to view edits.
Checkout issues
Pick a user to view 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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