Take-On Balances

This topic shows you how to create new Take-On balances.

1. Navigate to Main Menu > Accounting > Ledger.
2. Select Customer Invoice from the Entry Types Filter drop-down List.
3. Click New > New Blank to create invoices directly in ledger.
4. Begin capturing the invoice.
   • If the invoice is at 60 or 30 days, just change the date to back date it.
5. Add a Reference, such as ‘Take-on balance’ as shown in the image below.

6. Add the Amounts, and click Save.

These dates and values will automatically appear in your Age Analysis. Click here for more about Customer Age Analysis and Supplier Age Analysis.