## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/za/books/kb/llms.txt

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

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

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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](/books/kb/images/contacts/opening-balance.png)