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Adding Opening Balance to a Registered Client

  1. Click on “Clients” from the main menu.
  2. Click on “Manage Clients“.
  3. Click on the required client profile.
  4. Click on the “Add Opening Balance” button.
  5. Enter the opening balance value for the client in the “Amount” field.
    • Note: The amount is entered with a negative value in the case of a creditor client.
  6. Set the “Date” for adding the client’s balance to the account.
  7. Select the “Currency” for the client’s opening balance.
  8. Click on the “Add” button.