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.