---
title: "The Balances Page"
slug: "the-balances-page"
updated: 2026-07-14T16:13:02Z
published: 2026-07-14T16:13:02Z
canonical: "help.idibilling.com/the-balances-page"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# The Balances Page

The Balances page provides information and functionality related to payments, adjustments, invoices, deposits, store credit (for POS), and reward points.

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![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/88173.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A31%3A55Z&se=2026-11-14T11%3A31%3A55Z&sr=c&sp=r&sig=G4z422gBUh%2FwrevY68I1BRFMRMjzqmXbHE40L2m%2FzYQ%3D)

#### How to Access

To access this view from the ***Customer*** menu by choosing **Billing** > **Balances**.

**(Show Picture)**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/83966.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A31%3A55Z&se=2026-11-14T11%3A31%3A55Z&sr=c&sp=r&sig=G4z422gBUh%2FwrevY68I1BRFMRMjzqmXbHE40L2m%2FzYQ%3D)

#### Balance Views

The view defaults to Account Balances. You can also choose to view Account Balance by Invoice Category, Deposit, Store Credit, or Reward Points balances.

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![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/88172.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A31%3A55Z&se=2026-11-14T11%3A31%3A55Z&sr=c&sp=r&sig=G4z422gBUh%2FwrevY68I1BRFMRMjzqmXbHE40L2m%2FzYQ%3D)

For any selected balance you can view the **POSTED** or **UNPOSTED** balance. When viewing Posted balances you can select a specific range by entering To and From dates and then clicking **REFRESH**.

**(Show Picture)**

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/78723.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A31%3A55Z&se=2026-11-14T11%3A31%3A55Z&sr=c&sp=r&sig=G4z422gBUh%2FwrevY68I1BRFMRMjzqmXbHE40L2m%2FzYQ%3D)

- [Account Balances View](/v1/docs/account-balance-view)
- [Account Balance by Invoice Category View](/v1/docs/account-balances-by-invoice-category-view)
- [Deposit Balances View](/v1/docs/deposit-balance-view)
- [Store Credit Balances View](/v1/docs/store-credit-balance-view)
- [Reward Points Balances View](/v1/docs/reward-point-balance-view)

#### See Also:

- [Working with Payments and Adjustments](/v1/docs/working-with-payments-and-adjustments)
- [Working With Invoices](/v1/docs/working-with-invoices)
- [Working with Deposits](/v1/docs/working-with-deposits)
- [Click to Credit](/v1/docs/click-to-credit-on-an-invoice)