TUTORIAL
OVERVIEW
To add a Balance Forward or Beginning Balance Invoice just click into the “Name” field and select the desired client followed by the date associated to the entry, and the amount of the previous balance.
Please note, to enter a beginning balance for multiple clients you do not need to close the window. Simply go to the next line underneath the previous entry and key in the next balance.
Please note as well, that if you enter an entry and then wish to enter another for the SAME client you can’t close the Balance Forward Invoices window before you have entered all desired entries for that client. Once you click “Ok”, any client that you have entered a balance for will no longer be available to enter another balance.