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  • How to set the opening balance of the client account?




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Objectives

  • Set the opening balance 

Steps

App4Legal allows you to set the opening balance of a client account from the

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Billing Module. Click on Clients

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→  View All and choose the client you would like to set the opening balance for. 

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Click "open balance" from the action wheel near the account. 

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Click on Save after selecting the amount and date of the open balance.

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For more information about App4Legal, kindly reach out to us at help@app4legal.com.
Thank you!