This screen is used to create an Opening Balance transaction. You only need this if, for some reason, you want to bring a new customer on board with a non-zero opening balance.


The fields are as follows:
Date - the date of the transaction - defaults to the current date
Amount - the tax-included amount of the opening balance
Tax - this shows the tax included in the above amount
Status - the is set to POSTED and cannot be changed
Notes - any applicable notes
Reference - any applicable reference number/code
Credit - this is always checked
Printed - this box will be ticked after the transaction is printed
 

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