Entering Opening Balance for a customer

Modified on Mon, 20 Mar 2023 at 02:25 PM

Note: This only applies to new customers or customers with no transactions.

From the Main Menu

1. Go to Data Entry


2. From Data Entry, go to .

3. From Customers, select a customer. You may enter the round number and/or search the customer’s name for easier navigation.

4. From the customer dashboard, on the Menu Bar select More Options then Enter Opening Balance.

5. A small dialogue box will appear where you can enter the amount, then click OK to save.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons

Feedback sent

We appreciate your effort and will try to fix the article