Record a customer’s starting debt or credit without creating a new sale.
1. Open the customer’s balance
Go to Customers, find the customer, and choose Opening Balance from the row menu. It is also available while creating a customer.
2. Choose the correct direction
Choose Customer Owes You, or You Owe the Customer as a credit or advance. Enter the amount, balance date, currency, and reference.
3. Review existing history
Check that the same debt has not already been entered as unpaid invoices. Use individual invoices instead when you need separate due dates for aging.
4. Save and check
Save the balance and review the customer’s amount owed or available credit. It uses the opening position without recording a new sale or tax.
