Add a customer and set an opening balance

A customer is created once and then carries a ledger by financial year. If you are moving onto InBilling mid-year, or an old figure turns out to be wrong, the opening balance is the one figure the software has to be told — everything after it is worked out from the entries.

Where to click

1. Open Data entry › Customers and add the customer. A new customer can also be added from the bill screen while you are billing.
2. To bring in many customers at once, use Data entry › Customers › Import and give it a CSV — the same works for items under Data entry › Items › Import.
3. For what the customer owed you when the year began, open Opening balances: it is per customer and per financial year, with what is currently saved shown beside it.
4. Set what was in the drawer and in the bank when the year began on the same screen — cash and bank included.

Good to know

• Balances normally carry forward on their own at the year rollover; opening balances are only for a mid-year start or a correction.
• Nothing with history is ever hard-deleted — a customer is only deactivated, so old bills keep their reference.
• Ring us before you start a bulk import and we will tell you the order to do it in.