How to add an opening balance to a customer profile

How To

How do I add an opening balance to a customer profile?

Follow these steps

Adding an opening balance to a customer profile will create an unpaid invoice with that balance. This function is typically used when a store wants to track money that a customer owes from a previous account or POS system.

To add an opening balance to a customer profile, follow these steps.

1. Select Customers > List.
2. Locate the customer and select View Customer.
   
3. From the Advanced tab, select Add Opening Balance.
   
4. Enter the Balance and the as of Date. Select Submit.