Rebuild Statement Balances

If you have an incorrect balance showing for a client, it may be the result of manual adjustments entered in error. If you feel that this may be the case, follow the steps below to rebuild the balance entries for the client.

  1. Click Lists → Clients.
  2. Open the client's profile and select the Invoices tab.
  3. Click the Credit Balance text to open the dialog for adding or removing payment credit.

  4. In the Credit Balance window, click the Rebuild balance entries... link at the bottom.

  5. Confirm that you want to rebuild the entries; read the notes about what will happen first. See screenshot below.
  6. Click Yes, rebuild credit balance.
  7. Once you confirm, the process will complete and the window will close. 

Note: If you continue to experience issues with the client's statements after completing this step, reach out to support at hello@intakeq.com and we will assist further.

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