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Adding an Opening Balance to a new Client

  1. Click on “Clients” from the main menu.
  2. Click on “Add New Client“.
  3. Under account details, add the required value in the field for “Opening Balance“.
    • Note: The opening balance value is entered with a negative sign in the case of a creditor client.
  4. Complete the details of the client you want to add.
    • For more details on how to add a customer, refer to the guide “Add New Client“.
  5. Click on the “Save” button.