Editing Customer records & balances

Hi @Scooby_7

It isn’t possible to specify an opening balance when importing clients unfortunately.

However, the process actually creates an invoice to simulate the opening balance. This response from my colleague may help.

What it may be better to do, is to import the opening balances as invoices, which can also create the clients at the same time. This guide may help: Importing sales and purchase invoices

Regarding credits on account, it’s similar, but you would enter a dummy bank transaction. There’s a more detailed post on this here

It’s worth noting that if you’re coming from another system (which I’m assuming is the case, given you have outstanding balances), your opening balances will need to be adjusted to account for this.

Please let us know if you need any help with this.