Where can I find clients’ opening balance transactions?

You can find them in two places:

1. Client Payments list — to view opening balances for all customers at once: go to Sales → Client Payments, then from the Payment Method filter select “Opening Balance” and click Search. You can narrow down the results by selecting a specific customer from the Client filter.
2. Client profile — to view the opening balance for a specific customer: go to Clients→ Manage Clients , open the required client’s profile, then go to the Transaction List tab where you will find the opening balance transaction listed under “Opening Balance”.

Transactions include balances imported via the import file as well as those entered manually from the client profile.