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

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

  • Go to the Contacts module in the left sidebar. 

  • Select the customer for whom you wish to see the customer balance. 

  • Click the Statements tab. The Opening Balance in the Customer Statement for the current fiscal year will display the overall unpaid amount of that customer.

    Balance due

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