Allocate Payments to Customer Opening Balance

Question

We recently took on a new property in our property management section. Most tenants had balances from the previous management company. These balances were added as OPB journal entries.
Image [1]
When running customer statements, the OPB is correctly reflected, as well as in follow-up reports.
When we receive a payment though, the opening balance journal entry does not show in the different screens to apply a payment to.
Secondly, tenant had a credit as the opening balance, how is this adjusted a

Thoufeer · Answer

Hi,
You can allocate the opening balance invoices with customer payment as shown below (Reconciliation):
image [2]

image [3]

image [4]

image [5]

image [6]

Please refer this documentation:   https://www.odoo.com/documentation/17.0/applications/finance/accounting/bank/reconciliation_models.html [1]

[1] https://www.odoo.com/documentation/17.0/applications/finance/accounting/bank/reconciliation_models.html
[2] /web/image/53937400-3ea3a343/image.png?access_token=517fadf2-3159-4afc-a6b1-45e329d

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