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This is applicable for continuity when transferring existing client’s from an old management system to SnapBill.

1. Go to the client’s account in SnapBill
2. Click the Modify button at the top of the Client Details table
3. Enter your clients opening balance in the Credit field. Put a – in front of the amount if the opening balance is negative e.g. they owe you $100. Enter the amount only if the opening balance is positive e.g. they have $100 credit on their account with you.
4. Once you have finished entering the balance click Save changes to finish