Opening Balance

If you just started using ERPAG, you might have an opening balance that you will like to add to your customers/ suppliers.

You can assign the opening balance in two different ways:

  • You can add the opening balance in the same moment when you are importing your customers/ suppliers, just by populating the 'opening balance' column using the copy/paste option from your xls spreadsheet.

Administration > Import -customers / Import - suppliers
  • The second way to create an opening balance is directly from the customer or supplier

Once you open the wanted customer /supplier and click on 'create' on the right-hand side of the screen, you will have offered the 'opening balance' on the drop-down menu.

Just type in the wanted amount and confirm.

You will now see that the 'balance' field is populated.