Credit balances
Track account credit balances across your client list.
Account credit balances in Arketa represent monetary credit that clients can apply toward purchases at checkout. This is separate from class pack credits.
Viewing individual credit balances
[IMAGE TODO] Take a screenshot showing a client's profile page with the Account section expanded, highlighting where the monetary credit balance is displayed.
Each client's monetary credit balance appears on their profile under the Account section. See client credits for details on adding, removing, and how credits apply at checkout.
Credit balance reporting
To view credit balances across your full client list, use the Clients export or filter in Analytics → Reports. The data includes current balance per client.
Filters: Customer name, balance amount (greater than, less than, equal to).
Common scenarios
Negative balances — a client whose account credit went negative (usually from a "pay with account" transaction that overdrew). Use the credit balance report to identify and follow up on outstanding negative balances.
Large positive balances — clients with large account credits may have received a refund that wasn't applied or may have an unusual balance. Review if unexpected.