## Zoho Invoice — Product, features, payments, integrations, solutions, and help Index

Access the complete documentation index at:
https://www.zoho.com/bh/invoice/llms.txt

Use this file to discover all available documentation pages before proceeding.

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# How do I associate an Opening, Credit or Debit balance to a customer?

You can create transactions for a contact by following these steps.

*   After creating the contact, click on **New Transaction** under the Contact Details Page to start a new transaction.
*   If the opening balance is to be assigned to a customer, create either an invoice or a credit note depending on whether its a debit or credit balance.
*   Mention **‘Opening balance’** under item details, and save changes to associate that amount with that customer.

![Invoice representing an opening debit balance](/invoice/kb/images/contacts/opening-balance.png)