To access the Customer Account Opening screen, from the main menu select Parties>Customer Opening Balance
- If Admin users access the Customer Account Opening screen, they will first select the shop whose customer records they want to view or edit
- For Shop users, by default customer records of their own shop will be visible
Customer Opening Balance Records
The default Records screen shows the opening balances of all your credit customers.
Note: Ten latest records will be visible. From the Go to Page drop-down (at the bottom of the page) you can select the next page to view more records.
To check the opening balance records of a particular customer, from the Customer Name drop-down, then select the customer.
Opening balances of the selected customer will load in the grid.
Locking Customer Transactions
Locking transactions at regular intervals helps streamline your accounts and keep your data processing faster.
Locking customer transactions till a specific period simply means that the current balance of the customer is made the new opening balance.