{"id":1282,"date":"2022-01-25T19:12:22","dateGmt":"2022-01-25T19:12:22","modified":"2022-06-28T04:35:14","modifiedGmt":"2022-06-28T04:35:14","status":"publish","title":"Search for Clients with Negative or Positive Balance","content":"

Let\u2019s learn how to search clients with negative or positive balance in Local Service Hero<\/strong>. Customer balance is part of the essential information when managing your business online.<\/p>\n

You need to have instant access to customer balances to determine how many customers are up-to-date with their payments (positive balance), and how many customers have pending payments with your business (negative balance). This way you can determine if it is time to send payment reminders, process pending payments from your customers, or calculate your own overall revenue balance.<\/p>\n

That\u2019s why Local Service Hero<\/strong> contains a balance filtering tool that allows you to find clients with positive or negative. It\u2019s a great advantage to be able to find customers by negative or positive balance instantly because the calculations are done in seconds, and you don\u2019t have to spend so many hours calculating balances in an Excel sheet, for example.<\/p>\n

How to search for clients with any balance<\/h2>\n

To find your clients with negative or positive balance, you need to log in to your Local Service Hero account, and head to CRM > Clients<\/strong>. Once there, you\u2019ll see all your clients displayed on a spreadsheet. You can view each client\u2019s balance on the\u00a0Balance<\/strong> column in the spreadsheet.<\/p>\n

\"crm<\/p>\n

Local Service Hero<\/strong> contains the\u00a0Any balance<\/strong> filter above the clients spreadsheet, which allows you to find your clients by their balance.<\/p>\n

\"crm<\/a>
Search clients by balance<\/figcaption><\/figure>\n

When you click the\u00a0Any balance<\/strong> search filter, you\u2019ll see that you have these options:<\/p>\n