When you first enter your customer information, you can enter the current balance for this customer in the Bal Fwd field. The amount you enter in this field will be aged as of the date in the Created field. If this balance originated from a single sales transaction, you can enter the date of the transaction in the Created field and the balance will be properly aged from the transaction date. See Entering a New Customer for more information on entering a customer’s opening balance as a Balance Forward amount.

If the total a customer owes is the result of multiple transactions on different dates, this method might not be suitable because the combined balance for all the transactions will be aged from the same date. For information about posting transactions so the customer’s balance in Denali falls into different aging periods, refer to Entering Opening Balances Using Accounts Receivable Transactions.