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

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

  • After creating the customer, click on New Transaction under the Customer 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.
  • Follow similar steps for a vendor. Create a bill to display a credit balance or a vendor credit to display a debit balance and save changes.

Invoice representing an opening debit balance

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