Customer balances
Customer balances are available in the Blackleaf workspace only.
Add credit to an account
Find the customer, enter an amount, and record why you’re adding it.
Find an account
Searches titles, owner details, business names, addresses, and domains.
Add account credit
Select a customer
The account and its balance will appear here.
Adjustment history
Date, time, amount, reason, and the person who added the credit.
| Account | Date / time | Credit | Balance before → after | Reason | Added by |
|---|
No adjustments yet.