In this module we will see how to update balance for client,
Go to Finance → Regenerate Balance
Below displayed window will appear.
Screenshot: Regenerate Balance
On the window, Carrier Name section, you can select the client from dropdown for whom you want to update balance,
Balance On section, you can select the Date for balance update,
New Balance, Enter the new balance in Numeric value,
You can check the Regenerate Actual & Mutual balance you want to generate.
After filling this three fields, click on SUBMIT button to save & reset balance for all the selected client's.
Balance will get updated.
You can check the updated balance on the Regenerate Balance History window.
Click on Regenerate Balance History,
Screenshot: Regenerate balance history