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Objectives

  • Set the opening balance 

Steps

The Billing module allows you to set the opening balance of a client account.

Open the Billing module from the navigation menu

Go to Sales→ Clients → View all

Choose the client you would like to set the opening balance for. 

Click "open balance" from the action wheel near the account. 

Click on Save after selecting the amount and date of the open balance.

For more information about LEXZUR, kindly reach out to us at help@lexzur.com.
Thank you!

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