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1 reply

Kristine Mae
Sep 30, 2020 6:41 AM UTC

You can add the customer's opening balance, Jonahmaemoneva-g.

 

Let me walk you through:

  1. Click Invoicing.
  2. Go to the Customers tab.
  3. Click New customer.
  4. Fill in the necessary fields.
  5. Go to the Payment and billing tab.
  6. Enter the amount in the Opening balance field and the as of date as well.
  7. Click Save.

However, you can only enter the opening balance for new customers.

 

Once done, you can easily manage your customer list and create sales transactions.

 

If you have other concerns, we're just around to help you. Feel free to drop by anytime.