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Why Are Balances Not Updating

Balances update automatically whenever an invoice or bill is created, edited, or paid - if a number looks stale, the most likely cause is that the related…

Steps

  1. Confirm the invoice or bill you expected to affect the balance was fully saved, not left as a draft.
  2. Refresh the Contacts page to make sure you're not viewing a cached balance.
  3. Double-check the transaction is linked to this exact contact.
  4. If the balance still looks wrong, open the contact's transaction history to verify the underlying figures.

Related Articles

  • How Are Outstanding Balances Calculated?
  • Why Are All Balances Showing as $0?
  • What Do "You Owe" and "They Owe" Mean?

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