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Attaching an initial balance to a customers account

Submitted by Geoffvet on Mon, 07/12/2009 - 22:37
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Hi,
I have been trying to figure out how you can attach an initial outstanding balance to a customer when you first add them to your database.
I can see where you can look at the initial account balance but not where you can input a figure for it.

Do I just make up an 'initial balance' invoice for each client who was in arrears prior to using openvpms for actual charging out.

Thanks Geoff

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Attaching an initial balance

Submitted by tony on Tue, 08/12/2009 - 07:54.

Hi Geoff,

Typically you would do this in Customer -> Account and add an adjustment but when I tried to do this for another site I realised the Adjust button only appears when you have some transactions to view.  A bit of a catch 22 :-)

Anyway I added this as a bug in 1.3 https://openvpms.atlassian.net/browse/OVPMS-890 and fixed in 1.4

So unfortunately will need to create a initial balance type product and invoice until 1.4 released.

Cheers

Tony

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