Entering Opening Balance for a customer

Modified on Tue, 24 Jan 2023 at 03:27 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.






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