> For the complete documentation index, see [llms.txt](https://help.peoplevine.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.peoplevine.com/products/control-panel-overview/invoices-house-account-overview/view-unpaid-balance.md). # How to View a Member's Unpaid Balance ### Before you begin (Prerequisites) * **Permissions**: Administrator, Supervisor, or Support. See: [How to Manage Users and Permissions](/products/control-panel-overview/admin-overview/manage-roles-permissions.md). ### Instructions **From the CRM profile:** 1. Navigate to [**CRM > View People**](https://control.peoplevine.com/customers) and open the member's profile. 2. Look at the **Info Cards** row at the top of the profile. The **Unpaid Balance** card shows the total amount currently owed. If an unpaid balance exists, the card is **red**. If no invoices exist, the card is **green**. > **Tip**: The Info Cards row also shows Total Spend, Available Credits, and Total Points. 3. Click the **Unpaid Balance** card. This opens the View Transactions page filtered to that customer's open invoices only. > Alternatively, scroll down on the CRM profile to the **TRANSACTIONS** section to see all of that person's transactions (processed, declined, invoiced, etc.). To see invoices specifically, clicking the Unpaid Balance card at the top is the quicker path. > **Important**: When collecting payment on an open invoice, always take payment from the invoice itself (via the CHARGE button or the member's unpaid balance section). Do not take payment on the subscription, as this will process a duplicate dues payment and leave the original invoice open. ### What Happens Next * **Collect payment**: Click **CHARGE** on an invoice row to process payment. * **View all open invoices**: To see open invoices across all members and guests (not just this profile), see: [How to Manage Invoices](/products/control-panel-overview/invoices-house-account-overview/manage-invoices.md). * **Auto-sweep**: Open invoices are automatically collected on the **5th of each month** (or daily, depending on your configuration) if the member has a payment method on file and house account sweep is enabled in Platform Settings. * **Batch-close this member's invoices**: From this filtered page, click the batch-close button at the bottom to close all of this member's open invoices at once. * **Accounts Receivable**: Navigate to [**REPORTS > Account Receivables**](https://control.peoplevine.com/reporting/receivables) to generate a report by date. Note: the AR report is not historical — changing the date range only shows invoices that are **still open** within that range, not invoices that were historically open and have since been paid. *Last updated: 2026-05-24* --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://help.peoplevine.com/products/control-panel-overview/invoices-house-account-overview/view-unpaid-balance.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.