Customer Opening Balance

This screen is used to record outstanding invoices and credit notes for a customer as opening balances.

Documents entered will be available to subsequently receive cash against.

Document Type

Select invoice or credit note.

Reference

Enter unique invoice or credit note reference

Date

Enter the date of the invoice or credit note. This can be done manually (e.g 19/12/2017) or click on calendar icon to select date from the calendar.

Due Date

Enter the date that this invoice or credit note is due. This is required.

Gross Amount

Enter the gross amount of this invoice or credit note.