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Level 1

Add customer opening balance after creating customer

I added a customer but forgot to enter the opening balance. I can't figure out how I can now enter the opening balance. Can anyone assist?

Solved
Best answer December 22, 2017

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Highlighted
Level 11

Add customer opening balance after creating customer

You can't go back and add to opening balance field once it's greyed out.
What happens when entering the amount in the opening balance field? It automatically creates a new invoice. For product/service column, it uses the income account and opening balance in the description field. That's all it does so you will need to do the same. See screenshot.

 

Opening Balance Opening Balance

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Highlighted
Level 11

Add customer opening balance after creating customer

You can't go back and add to opening balance field once it's greyed out.
What happens when entering the amount in the opening balance field? It automatically creates a new invoice. For product/service column, it uses the income account and opening balance in the description field. That's all it does so you will need to do the same. See screenshot.

 

Opening Balance Opening Balance

View solution in original post

Highlighted
Level 2

Add customer opening balance after creating customer

Hello, 

 

How do I make sure that this invoice does not get sent out to the customer?

 

Thank you.

Highlighted
Moderator

Add customer opening balance after creating customer

Thanks for joining this thread, @Maggie90

 

I'll help ensure your invoice with the opening balance will not be sent out to your customer. 

 

You can just leave the Customer email field as blank and make sure to click the Save and close button. If you click the Save and send button at the bottom of the invoice, it will be delivered to your customer's email. Please see the screenshot below to serve as your visual guide. 

 

 

You can also check out this helpful article for more information: Set Up Customer Opening Balance

 

This will get you in the right direction, @Maggie90. Feel free to leave a comment below if you have any other concerns concerning QuickBooks.

Highlighted
Level 2

Add customer opening balance after creating customer

Thank you RaymondJayO for taking the time to answer my question. 

I was curious as to why I don't have the Option of Save & Send when I create an invoice?  The options that I have are Save & CloseSave & New, and Clear.  I am using the Desktop Quickbooks version.

 

Thank you.

Highlighted
Moderator

Add customer opening balance after creating customer

Glad to have back, @Maggie90!

 

You can select Email Later or None from the PREFERRED DELIVERY METHOD settings. I'll be happy to assist you on how it's done.

 

First off, the answer shared by my colleague is the option when you're a QuickBooks Online user. Since your using QuickBooks Desktop version, let's open your invoice and then put a checkmark on the option to Email Later.

 

Here's a screenshot for your visual reference.

 

 

Secondly, you can also select None from the PREFERRED DELIVERY METHOD settings. Let me show you how:

  1. Open your customer's invoice.
  2. From the right side of the page, select the Customer tab.
  3. Hit the Pencil icon.
  4. Select Payment Settings.
  5. Choose None on PREFERRED DELIVERY METHOD.
  6. Click OK.

I've also included a screenshot for your reference.

 

 

After following the steps provided, once creating an invoice, it will surely not be sent to your customer after clicking Save & Close.

 

Please let me know if you have any other questions in the comment section below. It'll be always my pleasure to lend you a helping hand.

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