Do my customers’ balances get carry forwarded to the next financial year automatically? 

Yes, your customers’ balances will be carried over to the next financial year. To view a customer balance:

  • Go to Sales in the left sidebar and select Customers.
  • Select the customer for whom you wish to see the customer balance.
  • Click the Statement tab and your customer’s balance amount will be shown in the Opening Balances field.

The balances will be taken to the next financial year automatically.

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