How to add an opening debtor

Modified on Thu, 30 Nov, 2023 at 2:56 PM

The debtors' menu allows you to create invoices that are outstanding prior to your start date set in Clear Books.  

Step 1.


Navigate to Money > Opening balances > Debtors.


Step 2.


Fill in the details of the debtor form. Use the blue plus icon in the Name field to add a new customer if required.


Click on the Create invoice button to complete.



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