v1.143.1
improvement
October 5, 2026Take it off their account first
When you send a payment link to a client who has money on their account, you can use that money first. The link only asks for what's left.
- Ticked for you — the payment link shows the client's balance and "Take $X off their account first", already ticked. Untick it to keep their balance for later.
- The link asks for the rest — you see what the link will ask for as you tick and untick, and the email tells them how much came off their account. If their balance covers it all, no link goes out: they get an email saying the money from their account has gone towards their booking.
- Course deposits still get their terms — when the balance covers a course deposit that buys e-learning, the link still goes out so they can confirm the course terms, with nothing to pay.