View/Manage a Contact's Balance using the Staff App

 If you are with a member and they wish to know their account balance, you can review it using the Staff App. 

1. Click the   icon.
2. Select Contacts from the app menu. A list of all contacts in your database will be displayed.

   

3. Scroll through your list of contacts to select the desired contact. Alternately, simply type the name of the contact in the Search Contacts text box.
4. On the Contact Details tab, the current balance for the contact will be displayed in the Balance section.

   

5. Click the   icon to view a list of open invoices.