Opening Balance for Customer

ERPNext
1

Hi everyone, I’m try to use erpnext from few days. and I didn’t find any option for inserting customer opening balance or outstanding . Which is the right way to insert it , please suggest me

Thanks,

Noman Haider
Bangladesh

2

Hi @nomanhaider

have you watched this

https://www.youtube.com/watch?v=kdgM20Q-q68

1 Like
3

Yes , I did it .but searching some easiest way .
Okay let’s I describe which I follow right now. please give me expert suggestion, if there any issue have _

Step 1 - Create all my customer list
Step 2 - Create a new journal entry and select “Debtor” than select one by one “party” name and Debited their outstanding amount . And at the last row I credited “Temporary Opening Accounts”.
Step 3 - I checked the trial balance it’s show like how all suggest me before way .

Just tell me am I right or wrong ? and if I wrong where the problem will be occur ?

4

I think you are right there
If you have a lot of customer opening balance you can also use .cvs file
via

your.domain/desk#data-import-tool

1 Like
5

Thanks for your smart suggestion.

1 Like
6

you are welcome :slight_smile: