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Opening Balance for Customer and Vendor | Accounting and Bookkeeping Software | UK Compliant.
Setting opening balances for customers and vendors in Britixo is an important step when migrating from another accounting system or when starting fresh records. By entering these balances, Britixo automatically generates the necessary sales invoices or bills to align your accounts accurately.
Set Opening Balance for a Customer
Go to Customer from the left sidebar.
Open the Profile tab of the customer.
Enter the Balance and the As of Date .
Balance = the amount owed by or to the customer.
As of = the date from which this balance is valid.
Britixo automatically maps the customer’s balance to the correct account, following your Sales Invoice Mapping setup .
The system generates a Sales Invoice for the opening balance.
Set Opening Balance for a Vendor
Go to Vendor → open the Vendor Detail page.
Click Save .
Britixo automatically creates a Bill corresponding to the entered balance.
Important Notes
If you delete a Sales Invoice (for customers) or a Bill (for vendors) created by the system, you will not be able to re-enter the opening balance for that customer or vendor.
Ensure balances are entered carefully and reflect accurate figures before saving.
By setting customer and vendor opening balances in Britixo, you establish a clear starting point for receivables and payables, ensuring accurate financial reporting and smooth ongoing bookkeeping.
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- Set Up Accounting: Chart of Accounts & Opening Balances
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- Bank Accounts & Reconciliation (CSV Import) in Britixo
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🧠 Still need help?
Check out the full documentation or explore our video library or follow the link below to create a support ticket.
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