1. Purpose
The shop can enter the customer debt by either of these ways: enter debt balance of each customer directly or transfer the customer debt from the Excel file to the software.
2. Instruction steps
2.1. Enter debt balance of each customer
1. Select Settings\Opening balance – Customer.
2. Click Add debt.
3. Select the customer and enter opening debt.
4. Click Save.
2.2. Transfer the customer debt from the Excel file to the software
To import customer debt balance, please follow these steps:
Step 1: Prepare an Excel file of the customer debt
1. Select Settings\Opening balance – Customer.
2. Click Import.
3. Download the Excel template file and copy customer debts to this template.
Step 2: Import customer debt balance to the software
1. Select Settings\Opening balance – Customer.
2. Click Import.
3. Select Source file to upload the Excel file.
4. At Check data step, the program will show valid and invalid rows (only valid rows are imported).
5. Click Next.
6. At Complete step, the system will import valid rows to the program and notify of import result.
