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Entering balance due on a new customer

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  • Entering balance due on a new customer

    I have been entering my new customers and when I enter
    the initial balance owed, for some reason some never
    register and it appears as though the have no balance due.
    I thought I was entering each customer in the same manner,
    but why do some register and others do not.

    Please help.

  • #2
    Hi Gail,

    You should be able to enter your customer's previous balance on the customer page. Edit the customer and go to the billing tab. There is a field Initial Balance.
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    • #3
      You should then be able to review the customer in a statement to see the initial balance.
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