Author Topic: Brought forward balances  (Read 3332 times)


  • Newbie
  • *
  • Posts: 5
Brought forward balances
« on: January 29, 2016, 09:06:10 PM »
Considering this package, but have 2 questions:

1. Will be using the package at the start of a new trading year, for my debtors, do I have to enter the old historic invoice numbers, or
    is there some way to enter an opening balance.

2. I have one client who is always in credit, as he pays me monthly in advance. Can a receipt be entered into a customer, even though
    there is no invoice to set it against yet. Also how do I enter the credit brought forward.

Easy invoicing 8 is the package I am considering, and apart from these queries, seems ideal. Thanks in advance for any infor/advice.


  • Administrator
  • *****
  • Posts: 469
Re: Brought forward balances
« Reply #1 on: January 30, 2016, 10:30:17 AM »

You can set the first invoice number to carry on from your previous invoicing method.

To create an opening debit or credit you would need to create an invoice for the client to produce the balance you require.

To credit a client use a minus value in the 'Unit Price' field.



  • Newbie
  • *
  • Posts: 5
Re: Brought forward balances
« Reply #2 on: January 30, 2016, 01:04:16 PM »
Thanks for the prompt response. Think this will be OK. Will purchase the package and
see how it goes.