Cliente

Introducción

Following shows a sample window.

The chapter describes features available within the window.

finance-customer-es.png

 

Crear Cliente

Click "New customer" on upper right corner of customer table

finance-customer-es.png

Enter customer data, then click "Create".

modal-new-customer-es.png

 

Actualizar Cliente

Click "Update" button on the right of customer

finance-customer-es.png

Update information, then click "Update".

customer-update-modal-es.png

 

Ver Cliente

Click "View" button on the right of customer

finance-customer-es.png

Customer modal appears

receivable-customer-view-modal-es.png

 

Rendimiento del cliente

Click "View" button on the right of receivable

finance-customer-es.png

Performance modal appears

customer-performance-es.png

 

Recibir pago

Click "Receive" button on the right of customer

finance-customer-es.png

Enter date, bank-account, received-amount, applied-amount, etc., then click "Update"

receive-payment-es.png