--- title: How to see your Balance overview description: "This view includes 2 sections: There are three types of funds: To withdraw funds from your Hello Clever account, click on the Withdraw button. A popup will appear, enter the amount you want to withd" --- [Skip to content](https://support.helloclever.co/merchant-knowledge-base/balance-overview#main-content) [Contact Merchant Support](https://support.helloclever.co/merchant-knowledge-base/kb-tickets/new?hsLang=en) ![Logotype black@2x](https://support.helloclever.co/hs-fs/hubfs/Hello%20Clever%20Logo%20Assets/Logotype%20black@2x.png?width=200&height=61&name=Logotype%20black@2x.png) - [Merchant Support](https://support.helloclever.co/merchant-knowledge-base) - [Go to Consumer Support](https://support.helloclever.co/consumer-knowledge-base/faqs) - [Contact Merchant Support](https://support.helloclever.co/merchant-knowledge-base/kb-tickets/new) Open main navigation Close main navigation - [Merchant Support](https://support.helloclever.co/merchant-knowledge-base) - [Go to Consumer Support](https://support.helloclever.co/consumer-knowledge-base/faqs) - [Contact Merchant Support](https://support.helloclever.co/merchant-knowledge-base/kb-tickets/new) - [Contact Merchant Support](https://support.helloclever.co/merchant-knowledge-base/kb-tickets/new) How can we help you? - There are no suggestions because the search field is empty. 1. [Merchant Support](https://support.helloclever.co/merchant-knowledge-base?hsLang=en) 2. [Merchant Dashboard](https://support.helloclever.co/merchant-knowledge-base/merchant-dashboard?hsLang=en) 3. [Data & Analytics](https://support.helloclever.co/merchant-knowledge-base/merchant-dashboard?hsLang=en#data-analytics) # How to see your Balance overview ## The Balance screen in Hello Clever provides a comprehensive overview of your account's financial activities. You can access this screen by navigating to **Wallet \> Balance** in the left menu. Here, you'll find essential details about your available, incoming, and outgoing funds, and options to manage your transactions. ![](https://docs.helloclever.co/assets/images/1-f942d090e7d29d758ca1f2c736d5fe22.png) ### Currency Switcher 🌏 In the top-right corner, the **Currency Switcher** allows you to view balances in different currencies. If you need additional currencies enabled, please contact **Hello Clever Support**. ### Balance Overview The main **Balance** screen displays the following key figures: - **Available**: The current amount of funds available for withdrawal. - **Withdrawable** (optional): The total amount currently eligible for withdrawal. Based on the merchant agreement, Hello Clever withholds a rolling reserve to cover potential refunds and fraudulent chargebacks, ensuring funds are available to address any disputes. - **Incoming**: The funds in transit that are expected to be credited soon. - **Outgoing**: The funds that have been scheduled for payout or are locked due to pending refunds, disputes, or other scheduled processes. #### Balance History Table Below the summary, you'll find the **Balance History** table, which includes a detailed log of transactions. Each row in the table represents a transaction, and the following columns are displayed: - **Balance ID**: A unique identifier for each transaction. - **Site**: Indicates the site or store associated with the transaction. - **Reference**: The reference ID of the transaction. - **Status**: Shows the transaction status: - **Done**: The transaction has been successfully completed. - **Waiting**: The transaction is pending or in process. - **Failed**: The transaction was not completed successfully. - **Method**: The payment method used, such as **PayID**, **BSB / Account No**, or **Hello Clever**. - **Date**: The date and time of the transaction. - **Amount**: The transaction amount, showing debits in red and credits in green. ### Filtering Transactions 🔍 To narrow down the transactions displayed, use the **Filter** option. You can filter by: - **Request Type**: Choose from options like **PayIn**, **Payout**, **Refund**, **Cashback Payout**, and more. - **Payment Method**: Filter by payment methods, such as **PayID**, **Credit Card**, **BSB / Account No**, etc. - **Status**: Select transaction statuses like **Waiting**, **Failed**, or **Done**. ![](https://docs.helloclever.co/assets/images/2-2d1bc8ee436e64363d58722c0fe50c57.png) ### Customising Columns You can customise which columns are displayed in the Balance History table. Select the **Settings** icon and choose the columns you wish to show or hide, like **Balance ID**, **Reference**, **Site**, **Amount**, and more. ![](https://docs.helloclever.co/assets/images/3-ec99bd626da6d53e0aa9d794f7088e06.png) ### Exporting Data 📤 The **Export** feature allows you to download transaction data in CSV format. Click the **Export** button and enter an email address to receive the report. You can customise the export by: - Selecting a date range (up to 90 days). - Applying current filters to export only the relevant data. ![](https://docs.helloclever.co/assets/images/4-6fe77cfe41c25085ba2732d06f50d723.png) The timezone displayed on the Balance screen can be changed to match your preference. Go to **Account & Security** settings to select your preferred timezone, ensuring that all timestamps align with your local time. ### Additional Details Each transaction row also includes options for viewing more details: - **Expand Detail**: Hover over the **Expand Detail** button to quickly view a transaction’s summary on a side panel. ![](https://docs.helloclever.co/assets/images/6-a79a6e8b58e60cec579e02b53a0763e0.png) - **Open Detail**: Select the **Open Detail** button to see the transaction’s full details on a separate screen for an in-depth view. ![](https://docs.helloclever.co/assets/images/8-b63dd51c7239da49b69e2283ce03111e.png) #### Detail Panel When you expand a transaction's details, a side panel opens with additional information, such as: - **Transaction Status** - **Reference Number** - **Date and Time** - **Recipient Details** (if applicable) ![](https://docs.helloclever.co/assets/images/7-bcd63ec8f2866a3328edfaaa12b41375.png) For more information: https://docs.helloclever.co/category/balances--sites-2 - [Getting Started](https://support.helloclever.co/merchant-knowledge-base/getting-started?hsLang=en) - [Integrations & Developer Resources](https://support.helloclever.co/merchant-knowledge-base/integrations-developer-resources?hsLang=en) - [Merchant Dashboard](https://support.helloclever.co/merchant-knowledge-base/merchant-dashboard?hsLang=en#main-content) - [General](https://support.helloclever.co/merchant-knowledge-base/merchant-dashboard?hsLang=en#general) - [Data & Analytics](https://support.helloclever.co/merchant-knowledge-base/merchant-dashboard?hsLang=en#data-analytics) - [Refunds & Disputes](https://support.helloclever.co/merchant-knowledge-base/merchant-dashboard?hsLang=en#refunds-disputes) - [Payment Links](https://support.helloclever.co/merchant-knowledge-base/merchant-dashboard?hsLang=en#payment-links) - [Loyalty & Campaigns](https://support.helloclever.co/merchant-knowledge-base/loyalty-campaigns?hsLang=en#main-content) - [Instant Cashback Campaigns](https://support.helloclever.co/merchant-knowledge-base/loyalty-campaigns?hsLang=en#instant-cashback-campaigns) - [Milestone Campaigns](https://support.helloclever.co/merchant-knowledge-base/loyalty-campaigns?hsLang=en#milestone-campaigns) - [Clever AI](https://support.helloclever.co/merchant-knowledge-base/clever-ai?hsLang=en) - [Marketing & Resources](https://support.helloclever.co/merchant-knowledge-base/marketing-resources?hsLang=en) - [Settlements](https://support.helloclever.co/merchant-knowledge-base/settlements?hsLang=en) - [Hello Clever Bookings](https://support.helloclever.co/merchant-knowledge-base/hello-clever-bookings?hsLang=en#main-content) - [Dashboard](https://support.helloclever.co/merchant-knowledge-base/hello-clever-bookings?hsLang=en#dashboard) - [Business Profile](https://support.helloclever.co/merchant-knowledge-base/hello-clever-bookings?hsLang=en#business-profile) - [Customer](https://support.helloclever.co/merchant-knowledge-base/hello-clever-bookings?hsLang=en#customer) - [FAQs](https://support.helloclever.co/merchant-knowledge-base/faqs?hsLang=en#main-content) - [General Info](https://support.helloclever.co/merchant-knowledge-base/faqs?hsLang=en#general-info) - [Payments](https://support.helloclever.co/merchant-knowledge-base/faqs?hsLang=en#payments) - [Merchant Support](https://support.helloclever.co/merchant-knowledge-base) - [Go to Consumer Support](https://support.helloclever.co/consumer-knowledge-base/faqs) - [Contact Merchant Support](https://support.helloclever.co/merchant-knowledge-base/kb-tickets/new) [![Logotype black@2x](https://support.helloclever.co/hs-fs/hubfs/Hello%20Clever%20Logo%20Assets/Logotype%20black@2x.png?width=200&height=61&name=Logotype%20black@2x.png "Logotype black@2x")](https://helloclever.co/)