Managing Starting Balances (imported clients)

Managing Starting Balances (imported clients)

Open balances for imported clients can be managed within the Client's chart. This will assist with tracking the balance as payments are made towards the open balance.

Navigate to the Client Overview tab in the client's chart and find 'Starting Balance'. 

This feature allows users to update the starting balance as payments are made towards it. Once the balance is complete, mark the starting balance 0.00.