Forum Message

STARTING ACCOUNTS WITH SOLAR

Hi , I have just moved my accounts over to solar , I would like to know how do u do open balance for customers with outstanding balance as when i am putting onto solar my customers outstanding balance is coming up as a sales invoice. and I have already paid vat on them sales. .


Posted by Geraldine Murphy on Feb 25, 2011 7:40 PM GMT

Hi Geraldine,

In Solar Accounts you will need to create unpaid invoices to represent the outstanding balance for a customer. A simple way to do this is to click 'Edit' next to the Balance field in the New Customer window. As long as the invoice is dated in a previous VAT period then they will not show on your next VAT return.

Regards,


Posted by Mark McLaren (Solar Accounts) on Feb 27, 2011 9:41 AM GMT