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Opening Balance for Customer and Vendor

Balance for customer

  • Step 1. Go to Customer menu from the left sidebar 
  • Step 2. Enter the Balance and as of at Profile menu
     
    The customer's balance is mapped to the account according to the Sales invoice mapping
  • Step 3. The system automatically creates a Sale Invoice corresponding to this balance.

Balance for vendor

  • Step 1. Go to vendor detail -> Enter Balance and as of -> click Save
  • Step 2. The system automatically creates a bill corresponding to this balance

NOTE: If you delete a bill or sale invoice, you will not be able to re-enter the balance for these vendor or customer.

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