To access Customer Account Opening screen, from the main menu select Parties>Customer Opening Balance
- If Admin users access 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 opening balances of all your credit customers.
Note: Ten latest records will be visible. From Go to Page drop down (at the bottom of the page) you can select the next page to view more records.
To check opening balance records of a particular customer, from 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 in streamlining your accounts and keeping your data processing faster.
Locking customer transactions till a specific period simply means that current balance of the customer is made the new opening balance.