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Customers, items and taxes

Opening balances

Bring a customer’s balance from before Hectile in one step, so statements and reminders are right from day one.

2 min readUpdated 26 October 2026About This Feature
  1. Open the customer

    More → Add Opening Balance.

  2. Enter the balance

    Brand, currency, amount, as-of date (today or earlier), optional reference.

  3. Save

    It becomes OB-1, OB-2… — payable, on statements and in Unpaid invoices by age.

An opening balance isn’t a sale — it’s left out of the sales register and tax summary. Automatic reminders start off; resume them on its Payment reminders card. Pay it with recorded payments or the customer’s credit; it has no credit note — write off what you won’t collect.

One source per balance

One open opening balance per customer, Brand and currency — and never alongside imported open invoices for the same customer, Brand and currency.

Available in the trial, one at a time. For many customers, import past invoices instead.

Who can do this:OwnerAdminMember — noViewer — no
Related topics
PaymentsStatements of accountMake an activity or outstanding statement for a customer, then download, email, share on WhatsApp or send a 30-day link.View Guide Customers, items and taxesCustomersAdd customers with their billing details, tax ID, GST status and currency — and work from their page.View Guide Importing and switchingImport past invoicesBring invoices from before Hectile with their numbers, dates, taxes and payments — reconciled before anything is saved.View Guide

Still stuck? Contact Support.

Tell us what you were trying to do and which Organization, Brand or document it relates to. The support subject is preselected.

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New to Hectile?

Try it on your own documents.

A 7-day free trial for your first eligible owned Organization, with one Primary Brand and one member.

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