Carry over a customer's balance

Close off the current period and start a clean running balance.

Open the customer

Go to Get Paid → Customers and open the person whose account you want to tidy up.

Tap Carry Over

Tap Carry Over to close the current period. Their balance is rolled into a single opening line so the statement stays short and clear.

View older entries any time

Use View Archives to open the full history from before the carry-over whenever you need it — nothing is deleted.