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Starting Balance on customer statements

nutnutnutnut Member Posts: 2

Am new to this and whilst inputting customer details I need to have an opening balance as they have credit with us. How do I do this so it is clear on their statement

in Sales & Invoicing Feature Ideas

Comments

  • JamieDJamieD Administrator Posts: 1,156 admin

    Hey @nutnut. As of right now, there isn't a way to add a credit note to a customers details in Wave. This is something that has been discussed and we're hoping to have something that's added in the future, but we still don't have any immediate plans just yet. There's a spot for internal notes in Wave where you can track credit amount that they have, but you would need to open up the customers details in Wave to know for sure (and add that credit/discount when invoicing the client).

  • nutnutnutnut Member Posts: 2

    Thanks JamieD much appreciated

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