The Previous Balance Entry utility is located in the Customer ribbon menu Tools menu. It has been provided for companies migrating to the entrée system and allows open receivables to be entered into the entrée system for accounts receivable and reporting purposes.

 

•It is strongly recommended that a previous balance entry is made for each open invoice or credit.

•When printing statements, the customer will then see each open invoice as opposed to one lump sum totaling all the invoices together.

•Entering invoices individually makes it easier to apply Cash Receipts.

 

•Click Add and a line opened in the grid so you can begin entering previous balance entries for the customer.