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  • Entering a customer's opening aged balance in BankLink InvoicePlus




BankLink InvoicePlus

When creating a customer in BankLink InvoicePlus, the customer might have unpaid invoices or unused credit notes. These outstanding balances can be entered into BankLink InvoicePlus:

  • by creating corresponding invoices and credit notes, or
  • as a summary amount by creating one invoice for each aging period.

To ensure that these invoices and credit notes are created in the correct aging period, you'll need to change the session date.

Once these invoices and credit notes have been entered you will be able to process the receipts. These can then be applied accurately so that these customer payments are reflected in the aged totals.


To select a session date

This process will enable you to change the default date of any new invoice, credit note or receipt that is created.

  1. Open BankLink InvoicePlus and select the Customers tab.
  2. Highlight and select a customer.
  3. Select the Session Date option located on the left of your screen.
  4. Select the calendar date you would like to have displayed as the default date for all new invoices.
To enter a customer's outstanding balance
  1. Press the Invoices tab. 
  2. Select Add a new invoice, located on the left of the screen. 
  3. Enter in the details that are to appear on the invoice. 
  4. Select Save.
To issue a credit note for customers with an account balance
  1. Select the Credit Notes tab. 
  2. Select to Add a new credit note, located on the left of your screen. 
  3. Enter the details that are to appear on the credit note. 
  4. Press Save.