How to set a customer opening balance in Quikpair

Start a customer with the debt they were carrying before Quikpair.

Steps

1. Add or edit the customer.
2. Set Opening Balance to the amount outstanding.

   

3. Choose the Balance Type: Receivable (Customer owes us), or Payable (We owe customer).
4. Set the Balance Date — the date the balance runs from.
5. Save.

Good to know

• This is how a shop moving onto Quikpair keeps its debts without re-entering old invoices.
• The opening balance appears on the statement as the balance brought forward, so the ledger adds up from day one.
• Payable is the unusual case: the customer is in credit with you, perhaps from a deposit.