{"id":29685,"date":"2025-02-13T10:53:56","date_gmt":"2025-02-13T10:53:56","guid":{"rendered":"https:\/\/docs.daftra.com\/?post_type=tutorial&p=29685"},"modified":"2025-02-13T11:18:58","modified_gmt":"2025-02-13T11:18:58","slug":"adding-opening-balance-to-a-registered-client","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/adding-opening-balance-to-a-registered-client\/","title":{"rendered":"Adding Opening Balance to a Registered Client"},"content":{"rendered":"
    \n
  1. Click on \u201cClients<\/strong>\u201d from the main menu.<\/li>\n
  2. Click on \u201cManage Clients<\/strong>\u201c.<\/li>\n
  3. Click on the required client profile.<\/li>\n
  4. Click on the \u201cAdd Opening Balance<\/strong>\u201d button.<\/li>\n
  5. Enter the opening balance value for the client in the \u201cAmount<\/strong>\u201d field.\n
      \n
    • Note:<\/strong>\u00a0The amount is entered with a negative value in the case of a creditor client.<\/li>\n<\/ul>\n<\/li>\n
    • Set the \u201cDate<\/strong>\u201d for adding the client\u2019s balance to the account.<\/li>\n
    • Select the \u201cCurrency<\/strong>\u201d for the client\u2019s opening balance.<\/li>\n
    • Click on the \u201cAdd<\/strong>\u201d button.<\/li>\n<\/ol>\n","protected":false},"author":23,"featured_media":0,"template":"","categories":[2131],"tags":[],"class_list":["post-29685","tutorial","type-tutorial","status-publish","hentry","category-manage-clients"],"yoast_head":"\nAdding Opening Balance to a Registered Client - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/tutorial\/adding-opening-balance-to-a-registered-client\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Adding Opening Balance to a Registered Client - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"Click on \u201cClients\u201d from the main menu. Click on \u201cManage Clients\u201c. Click on the required client profile. Click on the \u201cAdd Opening Balance\u201d button. Enter the opening balance value for the client in the \u201cAmount\u201d field. Note:\u00a0The amount is entered with a negative value in the case of a creditor client. Set the \u201cDate\u201d for […]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/docs.daftra.com\/en\/tutorial\/adding-opening-balance-to-a-registered-client\/\" \/>\n<meta property=\"og:site_name\" content=\"Daftra Knowledge Base\" \/>\n<meta property=\"article:modified_time\" content=\"2025-02-13T11:18:58+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebSite\",\"@id\":\"https:\/\/docs.daftra.com\/#website\",\"url\":\"https:\/\/docs.daftra.com\/\",\"name\":\"Daftra Knowledge Base\",\"description\":\"Daftra\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/docs.daftra.com\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/docs.daftra.com\/en\/tutorial\/adding-opening-balance-to-a-registered-client\/#webpage\",\"url\":\"https:\/\/docs.daftra.com\/en\/tutorial\/adding-opening-balance-to-a-registered-client\/\",\"name\":\"Adding Opening Balance to a Registered Client - Daftra Knowledge Base\",\"isPartOf\":{\"@id\":\"https:\/\/docs.daftra.com\/#website\"},\"datePublished\":\"2025-02-13T10:53:56+00:00\",\"dateModified\":\"2025-02-13T11:18:58+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/docs.daftra.com\/en\/tutorial\/adding-opening-balance-to-a-registered-client\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/docs.daftra.com\/en\/tutorial\/adding-opening-balance-to-a-registered-client\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/docs.daftra.com\/en\/tutorial\/adding-opening-balance-to-a-registered-client\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/docs.daftra.com\/en\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Adding Opening Balance to a Registered Client\"}]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Adding Opening Balance to a Registered Client - Daftra Knowledge Base","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/docs.daftra.com\/en\/tutorial\/adding-opening-balance-to-a-registered-client\/","og_locale":"en_US","og_type":"article","og_title":"Adding Opening Balance to a Registered Client - Daftra Knowledge Base","og_description":"Click on \u201cClients\u201d from the main menu. Click on \u201cManage Clients\u201c. Click on the required client profile. Click on the \u201cAdd Opening Balance\u201d button. Enter the opening balance value for the client in the \u201cAmount\u201d field. Note:\u00a0The amount is entered with a negative value in the case of a creditor client. Set the \u201cDate\u201d for […]","og_url":"https:\/\/docs.daftra.com\/en\/tutorial\/adding-opening-balance-to-a-registered-client\/","og_site_name":"Daftra Knowledge Base","article_modified_time":"2025-02-13T11:18:58+00:00","twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebSite","@id":"https:\/\/docs.daftra.com\/#website","url":"https:\/\/docs.daftra.com\/","name":"Daftra Knowledge Base","description":"Daftra","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/docs.daftra.com\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/docs.daftra.com\/en\/tutorial\/adding-opening-balance-to-a-registered-client\/#webpage","url":"https:\/\/docs.daftra.com\/en\/tutorial\/adding-opening-balance-to-a-registered-client\/","name":"Adding Opening Balance to a Registered Client - Daftra Knowledge Base","isPartOf":{"@id":"https:\/\/docs.daftra.com\/#website"},"datePublished":"2025-02-13T10:53:56+00:00","dateModified":"2025-02-13T11:18:58+00:00","breadcrumb":{"@id":"https:\/\/docs.daftra.com\/en\/tutorial\/adding-opening-balance-to-a-registered-client\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/docs.daftra.com\/en\/tutorial\/adding-opening-balance-to-a-registered-client\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/docs.daftra.com\/en\/tutorial\/adding-opening-balance-to-a-registered-client\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/docs.daftra.com\/en\/"},{"@type":"ListItem","position":2,"name":"Adding Opening Balance to a Registered Client"}]}]}},"_links":{"self":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/tutorial\/29685","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/tutorial"}],"about":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/types\/tutorial"}],"author":[{"embeddable":true,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/users\/23"}],"version-history":[{"count":2,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/tutorial\/29685\/revisions"}],"predecessor-version":[{"id":29689,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/tutorial\/29685\/revisions\/29689"}],"wp:attachment":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/media?parent=29685"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/categories?post=29685"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/tags?post=29685"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}