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Posted by on October 24, 2022 — Updated on March 30, 2025
With Exercise.com’s Payments platform, you can use Service Balances to bill clients based on attendance.
Service Balances let clients accrue a balance for each visit used. You can bill them later, giving you more flexibility and control over client billing.
This overview walks you through enabling and setting up Service Balances.
Navigate to the “Schedule” section.
Click the “Services” tab under Schedule.
Click “Create Service” or select an existing service to edit.
Under Pricing and Commissions, set the price of the service per session/visit. When a visit is closed out, that visit price is deducted from the client’s Service Balance.
Click “Save Service.”
Go to the “Packages” tab under the Schedule section.
Click “Create Package” or select a package to edit.
Select a service that has a session price set.
Under “Payment Settings,” enable Service Balance. When a client purchases this package, you’ll set the starting credit added to their Service Balance.
Enter the amount of credit the client receives upon package purchase.
Select either a one-time price or a subscription plan for your package. Your selection controls the next configuration steps.
After choosing a subscription plan, additional options appear. Extra visits that push the Service Balance negative can be invoiced manually or automatically charged in the next billing cycle, depending on your settings.
Automatically Add Each Visit to the Subscription’s Upcoming Invoice: When a visit closes and the balance goes negative, that visit’s charge is added to the next subscription invoice.
Reset Billing Cycle When All Visits Are Used: When all visits are used, the client is automatically charged and receives a new package. The subscription’s billing cycle restarts.
Reset Positive Service Balance: Clear any positive remaining balance when visits carry over (optional).
Charge Automatically: The client is charged automatically at the start of each billing cycle.
Send Invoice: An invoice is created at the start of each billing cycle. You’re responsible for collecting payment. The next package isn’t delivered until the invoice is paid. You can enable automatic invoice emails.
For non-subscription packages, enter a one-time price and adjust the billing options as needed.
Enable “Automatically Recharge Package When All Visits Are Used” to charge for a new package once all current visits are used.
Enter the maximum number of times a client can be auto-charged for a new package after using all visits in the current package.
Click “Save Package.”
This overview showed you how to set up pricing and configure your Service Balance options so it works for your package setup.
With Service Balances, you can offer flexible billing, reduce missed payments, and give clients more control over how they pay for sessions.
Support Team