In our recent update, we have created a customer balance component, a customer portal component, a widget, and an API, so everything is in place for your customers to easily manage their balances in the system!
Client balance building block
- New building block displaying the client's balance.
- Both net and gross amounts are shown.
- Alert displayed when the balance is low (below the set limit for the client).
- This information can also be included in list view.
Client editing
- Net client balance threshold can now be set to trigger system alerts.
Client balance client portal building block
- Current balance can be displayed using our new client portal building block for logged-in clients.
- Low balance alert displayed when the balance is below the set limit for the client.
Client balance homepage widget
- New widget that can be placed anywhere on the homepage.
- Emphasizes clients where the balance is below the set threshold.
Client balance API
- Client balance can now be queried within the Client API to retrieve and return the client's balance.
- Net and gross amounts along with the currency are returned.