Clients
Every business linked to you — referred and licensed — with what each card actually shows.
Navigate to: partners.trabalance.com/clients
Finding one
Three controls, and no more: a free-text search, a Type filter (All / Licensed / Referred) and a Status filter (All / Active / Pending / Inactive). The list is paged ten at a time.
What a card shows
A referred client and a licensed client do not carry the same information, because the relationships are not the same.
| On the card | Referred | Licensed |
|---|---|---|
| Business name | Yes | Yes |
| Type badge | Referred | Licensed |
| Referral code | Yes — the code for this one link | No |
| Commission | Yes — the rate stored on this link | No |
| Earned | Yes — commission recorded against this client | No |
| Licence line | No | "General Ledger License" |
| Linked | The date the link was made | The date the link was made |
| Status badge | Active / pending / inactive | Active / pending / inactive |
A licensed client is bought, not referred. The link carries a commission rate of zero on purpose — you have already paid for the licence, and what you charge the client is between you and them.
Status
| Status | Meaning |
|---|---|
| active | The link is live. A licensed client in this state can be switched into. |
| pending | The link exists but is not yet active. |
| inactive | The link is no longer live. It stays on the list; it is not deleted. |
The two actions
Switch to this account appears on licensed, active clients only — see Switch into a client account.
Unlink appears on every card — see Unlink a client.
To add a licensed client, start from the Dashboard — the License Subscription panel carries the Register Client button. See Register a licensed client.