1. CREATE CLIENTS FROM THE BACK-OFFICE
2. CREATE CLIENTS FROM THE APP
3. PAYING ON CREDIT
4. CUSTOMER LIST


The clients section serves us to build loyalty with our clients and associate their sales. This way, we will have a record of all their sales, quotes, delivery notes, customer orders, and credit.



New clients can be created both from the app and from the CUSTOMERS section in the back-office.


1. CREATE CLIENTS FROM THE BACK-OFFICE

To create a client, do so from the +New button.



Fill in all the relevant client data for our business. Then, click Save to confirm the changes.


2. CREATE CLIENTS FROM THE APP

1. Click on Occasional client and in the window that opens, select Add new client.



2. Fill in all the relevant client data for our business.



3. Click Save to confirm the changes.


3. PAYING ON CREDIT

Now, if we want the client to be able to pay on credit, it's important to fill in this information:

  • Allow credit: Activate this option to allow credit payment.

  • Maximum Credit: Enter the maximum allowed credit amount.

Once this option is activated, use it as follows:

1. Add products to the order, and by clicking on Occasional client, select the client.

2. Click on the coins to charge, and in Other payment methods, select Credit to close the order.

Note: This payment method will appear only for clients allowed this payment method.



When the client is ready to make the payment, you will find the invoice as follows:

1. Click on Occasional client and click on the coins.



2. All pending invoices will appear; select them by clicking on the three dots.



3. A payment screen will open; in the usual way, select whether it's cash or card, complete the payment, and close the window.



You can check that the client has no outstanding invoices by performing the first two steps, but this time the screen will appear empty:



4. CUSTOMER LIST

1. Access the back-office.

2. Go to Lists / CUSTOMERS.

3. We can see the following information:



  • Calendar: Select the desired dates to perform the search.

  • Filters: We have the following filters:

    • Click on the status to select the status of the invoice.
    • Click on to select an employee and perform the tax search on the dates and for the selected employee.
    • Click on to select a customer and perform the tax search on the dates and for the selected customer.

  • Export: This option allows us to save the report displayed on the screen in a document.

  • Customer: Shows the customers.

  • Total: Indicates the amount of invoices under that customer with taxes included.

  • Discount: Indicates the amount of discounts applied.

  • Subtotal: Indicates the amount of the customer's invoices without taxes.

  • Taxes: Indicates the amount of taxes.

  • Total: Shows the final value of the customer's invoices, once taxes and discounts are applied.