How do I enter a starting balance for a client?

When new users start using Bill4Time, they will usually import existing clients, often with outstanding balances. You can note the starting balance by using the debit adjustment feature.

  1. Click on the Clients tab.
  2. Select the desired client.
  3. Click on the Accounting tab inside the client details screen.
  4. Click the Balance Adjustment button.
  5. The Balance Adjustment window will popup. In the Adjustment Type, choose Debit if the customer owes you money. Choose Credit if you owe the client money. Then enter an amount and a note if necessary.
  6. Click the Save button.
Updated: December 9th, 2009