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 Post subject: Entering Starting Balances for Clients
PostPosted: Fri Oct 05, 2012 9:37 am 
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Joined: Wed Sep 28, 2011 11:00 am
Posts: 355
As you get started with iForgeAhead, you may need to enter the current account balance for some clients.

For example, you have a client that owes you $150 at the time you start using iForgeAhead. To get that starting balance into the system, you can create a detailed invoice that shows the actual charges totalling $150, or you can use this technique:

1. Go to Settings, then Products & Services.
2. Create a new item with a description such as "Previous Balance" and set the Billing Rate to zero.
3. Create a new invoice for the client. You can set the invoice date back to an earlier date if you'd like.
4. Add a charge to the invoice using "<no horse>" and the "Previous Balance" item you created in step 2.
5. In the Adjustment field, enter the amount owed ($150 in this example), then save the charge.
6. Finalize the invoice.

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Julie Schwalm
iForgeAhead


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