--- title: Account Balances Report | Walla Support Center description: account balances report --- [Skip to content](https://support.hellowalla.com/account-balances-report-walla-support-center#main-content) English Show submenu for translations ![](https://support.hellowalla.com/hs-fs/hubfs/38f9ee9b-2f6d-4610-a5d6-e421204ef62d.png?width=120&height=35&name=38f9ee9b-2f6d-4610-a5d6-e421204ef62d.png) Open main navigation Close main navigation - English Show submenu for translations How can we help you? - There are no suggestions because the search field is empty. 1. [Walla Knowledge Base](https://support.hellowalla.com/?hsLang=en) 2. [Reports](https://support.hellowalla.com/reports?hsLang=en) June 18, 2026 # Account Balances Report | Walla Support Center This article provides a step-by-step guide to reviewing and managing customer account balances within your system. Understanding account balances is essential for tracking customer credits and charges, ensuring seamless financial management for your business. Follow the guide below to effectively use the Account Balance Report. Navigating to the **Account Balance Report** 1. Begin by navigating to your **Report Center.** 2. Click on the **Clients** tab located at the top of the page, then select **Account Balance** from the dropdown. ### Report Contents Once in the Account Balance Report, you'll see key details, including: - **Client** - a clickable redirecting to their Profile. - **Balance** - noted in **RED** or **GREEN** based on their owed amount or studio credit. - **Last Activity** - the date of the most recent transaction impacting their balance. - **Message Clients Directly** - clickable envelope icon. - **Export** - click to export to spreadsheet for further data management. The report also includes filters to sort balances by **All**, **Positive** (credit), and **Negative** (owed). ​ ### Expand Report Image [![](https://support.hellowalla.com/hubfs/Knowledge%20Base%20Import/Screenshot+2024-10-15+at+8_21_33%E2%80%AFPM-4.png)](https://downloads.intercomcdn.com/i/o/o84nj0kt/1217427140/1a1873d41d021b611e1c6c8081f9/Screenshot+2024-10-15+at+8_21_33%E2%80%AFPM.png?expires=1776720600&signature=cc713cf5ae24a64eb5ccd3315a9675bdb3333bf2439b042cb08ef654d1c16242&req=dSImEc18moBbWfMW1HO4zevd%2B%2FFbUcV8IuHhBv7mlYvbIs2XFcatyu6ml5WV%0A28dk%0A) ### **Where can I see details about the customer's account purchases?** Clicking on a customer's name in the report redirects to their profile. There, scroll down to the bottom of the page. On the right-hand side, click on the three dots (action menu) and select View Account Balance. Provided is a detailed breakdown of their account, including: - Date - date of the transaction - Amount - the transaction amount - Balance - the resulting account balance total - Type - Manual Adjustment, Payment / Paid at Checkout, Refund - Notes - reason for Adjustment if entered ### Time to Send a Message... To notify a customer of their outstanding balance: 1. Click the green envelope ✉️ icon in the row of the customer owing. 2. The messenger window surfaces so you can compose a brief note. 3. Click the 👤 icon to further personalize the message using the available coded phrases. ### Expand Image [![](https://support.hellowalla.com/hubfs/Knowledge%20Base%20Import/Screenshot+2024-10-15+at+8_15_59-E2-80-AFPM-4.png)](https://downloads.intercomcdn.com/i/o/o84nj0kt/1217424833/2e90219400baa4b96cabc5c73146/Screenshot%2B2024-10-15%2Bat%2B8_15_59-E2-80-AFPM.png?expires=1776720600&signature=c18fdb70570cbc650c0647175ed8e8abae8ce3c164586318d2a04539ff679d98&req=dSImEc18mYlcWvMW1HO4zeqRva3nzP8SyFDKiF9VcbyQlU3WatiIqMgukElN%0AfZtn%0A) ### Exporting Account Balances for Analysis If you need a more comprehensive view of account balances across clients, click the **Export** button to download a copy of the report. The exported data can be merged in a spreadsheet with other exported reports, such as the Contacts list which includes client names and contact details, for a more complete dataset. ### Utilizing Walla Marketing Suite for Account Balance Management With the Walla Marketing Suite, you can send targeted messages to customers with outstanding balances. First, create an **Audience** based on customers who owe your business. This is also a great Audience to add to your Walla Dashboard for quick & easy access! ### Expand Steps 1. From the **Audiences** page, click **Create an Audience**, name it "**Customers Owing** **Account Balance,**" and **Save Audience**. 2. Click **Add a Condition**, select **Has Account Balance**, then select **Contact Owes Studio** parameter and **Save Condition**. Once created, the Audience can be used to send targeted messages to customers with outstanding balances either regularly through **Journeys** or on a scheduled basis with **Newsletters.** If this is a report you will be using infrequently, we recommend adding it as a **Report Favorite** ❤️ or a **Task** for a helpful reminder as part of your toolset. 👍 ### Expand Image [![](https://support.hellowalla.com/hubfs/Knowledge%20Base%20Import/Screenshot+2024-10-15+at+8_25_43-E2-80-AFPM-4.png)](https://downloads.intercomcdn.com/i/o/o84nj0kt/1217424545/9401dcacb4db9f58ebf80e158d32/Screenshot%2B2024-10-15%2Bat%2B8_25_43-E2-80-AFPM.png?expires=1776720600&signature=30c1baaa39a8e8564e9155f764b6bb9e527515fcc360b8c278462b23ab705510&req=dSImEc18mYRbXPMW1HO4zfXjNStsSlnM3uq1j7M%2FWFpWZQjpmOi0JLy63G97%0Ay1CB%0A) In following our guides, you should be able to easily track, manage, and communicate with clients regarding their account balances. 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