Client Financial Tracking
Learn about the summary cards, default fee management, payment history, and session statuses in the client finance tab.
Overview
The Finance tab lets you see your client's payment status at a glance. Financial summary cards, default fee settings, and payment history are all in this tab.
How to Reach This Page
Follow these steps to reach the client finance tab:
Go to Clients Page
Navigate to the "Clients" page from the top menu.
Select a Client
Click on a client from the list to open their detail page.
Open Finance Tab
Click the "Finance" tab on the client detail page.
Client Financial Summary
Three main cards summarize your client's overall financial status:
Paid
Total amount paid for all client sessions
Unpaid
Total amount not yet paid
Overdue
Past due and still unpaid amount
Default Fee
You can set a default session fee for each client. This fee is automatically used when creating a new session.
Click the pencil icon next to the fee to edit it. After entering the new amount, save with the confirm button or cancel with the Escape key.
The fee is displayed in your organization's currency (TRY, USD, etc.).
Financial History
The payment history of all client sessions is listed chronologically. Each row contains the following information:
Session Date
Date and time of the session
Session Status
Session attendance status (color-coded)
Fee Amount
Fee assigned to the session
Payment Status
Current payment status (shown as a badge)
Session Statuses
In the financial history, each session's status is shown with colored labels:
Payment Statuses
Payment status badges indicate the following:
Overdue Calculation Logic
The overdue amount is calculated from the total fees of sessions whose date has passed and whose payment status is still "Unpaid" or "Link Sent".
Read-Only Mode
Manage in Payments
Click the "Manage in Payments →" link at the bottom of the list to navigate to the Payments page in a new tab. There you can do detailed payment management, create links, and handle receipts.