Account balance creation

Question

EVE Support · Accepted Answer

First, create a new payment method in Data / Payment Methods called ‘Account Opening Balance’ or similar.

To add a debit to a customer’s account go to Sales/Invoices/New

Call up the customer in question.

Go to the Payments tab of the invoice and choose On Account.

[You may need to create an account for the customer at this point.]

Enter amount they owe you, as below, where the customer owes $100:

Then choose the Account Opening Balance payment method to balance the invoice.

You will see similar to below on the Payments tab:

This will leave the customer owing you $100 in this example.