How to Add Customer Opening Balance to Record Prior Amounts

If a customer inquires about how to add an opening balance for a customer who has a previous balance, you can add the customer’s previous balance as an opening balance through manual entries or through bulk import.

Steps

1. Add Balance Manually

   • From the left sidebar, select Accounting.

   • Click on Manual Entries.

   • From the top of the page, select Opening Balances.

   • Choose the entry type: Customers.

   • Fill in the required data:

     • Date: The date the balance starts.

     • Description: For example, “Opening balance for customer”.

     • Customer Name: Select the customer from the list.

     • Amount: Enter the balance value.

2. Import Opening Balances in Bulk

   • After entering opening balances and then selecting customers, click on Import Opening Balances for Customers from the top options.

   • Download the Excel file template.

   • Fill in the data for each customer.

   • Upload the file into the system.

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