Where do I see my open balance?

Your open balance — the total of everything currently due — is always one click away.

Steps

1. Sign in to your client portal.
2. Open the Billing tab.
3. Look at the Open balance card at the top of the page.

The card shows the total amount due across all open invoices, along with how many invoices make it up (for example, "2 open invoices"). When nothing is owed, it reads "All settled — nothing due" in green.

Reading the details

• Below the overview, Invoice history lists every invoice with its status pill: open, overdue, past due, paid, quote, or void. Your balance is the sum of the open, overdue, and past-due ones — each row shows its amount and due date. Note that past due invoices still count toward the balance: that status means our team has written the invoice off as uncollectible and it no longer collects automatically, but the amount remains owed.
• If you have prepaid credit, a green badge on the Open balance card shows it (for example, "Prepaid credit: $50.00"). Credit is applied automatically to future invoices.
• If your account bills in more than one currency, each currency's balance is shown separately.
• Recurring services appear in their own Subscriptions card on the same page — and if a dedicated number's subscription is about to lapse, an amber banner at the top offers a one-click Keep this number. See Reading your Billing page.

Settling up

Open invoices with automatic collection have a one-click Retry button; any open invoice can be paid on the spot with its Pay button (or from its View page). See How to pay a Pledgix invoice for both flows.

Tip: If you don't see a Billing tab at all, there's nothing to see — the tab only appears once your account has a billing relationship with Pledgix, and no tab means nothing owed.