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.
_________________ Julie Schwalm iForgeAhead
|