How to add customers with opening balances?

Customers & Supplier, Knowledgebase

Plz follow these steps:

  1. Log in to your CloudBiz software.
  2. Navigate to “Contact” on the left menu bar section then choose the “Customers” menu option and click on it.
  3. Click the “Add” Button on the right side after the filter section. It will pop-up form to add customers.
  4. Select contact type ”Customer” , select customer group and choose “Individual” or ”Business” option.
  5. Enter customer details. Required fields have an * sign with their names and opening balance.
  6. After entering the customer’s information, click on the “Save” button on the bottom right side.

For more information, watch this video:

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