Bank Tagging Advice - tagging a payment to an invoice from previous system

Hi @PeterD

A common way to tackle this problem would be to create a dummy invoice for that client and date it before your opening balance. This would require an adjustment on your opening balance journal however so it’s not accounted for twice.

I found a previous topic which goes through the process which may be of some help:

I hope this helps, but please don’t hesitate to let me know if you have any further queries.