I'm new to Sage and Bookkeeping. I have a client that is so disorganized I could cry. I just got this information regarding outstanding balance from my client.
Because I am not able to get a clear understanding of which clients have outstanding balances as of the first of the fiscal year, I wanted to put in the lump sum under one customer. I guess at some point i closed historical so that screwed me up. I can't create a new customer an pop in an opening balance either. How do I do this?
I don't want to enter in another invoice cause the balance was claimed on last year taxes and that will also mess up the taxes.
I need step by step instructions here. Like I said I'm new.