When data is migrated to the new system, in some instances an account balance may still exist for a migrated client. To remove a balance, there are a few steps.
- Run the Accounts Receivable report to get a list of account balances (Menu > Reports).
- Go to each client record.
From there, there are two further options for removing the account balance.
- Remove the individual treatment items causing the balance. See Remove the treatment items from the invoice for more details.
- Write off the balance with an item code. See Process a write off payment to close the invoice for more information.