A payment on account for a customer can be added on the sales menu, however, you are currently unable to add this prior to your first reporting period.

This guide demonstrates how to add a temporary reporting period which will enable you to add a payment on account as an opening balance.

Step 1.

Navigate to the Settings > Accounting > Periods menu.


Step 2.

Add a start and end dates to include the date of the payment on account. Click on the Add button.

Step 3.

Navigate to Sales > Unallocated receipt.

Money in

Step 4.

Fill in the details of the payment form and hit the Confirm button.

Step 5.

Navigate back to Settings > Accounting > Periods menu and delete the reporting period that you created in Step 1.


Step 6.

Navigate to Dashboard > Opening balances > Cash.


Step 7.

Adjust the opening bank balance to reduce the balance if appropriate and hit the Update button.

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Technical support is available on Monday to Friday from 9 - 5. You can call us on 0203 475 4744 or email us at support@clearbooks.co.uk.

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