Initial set up

Basic billing concepts.
When we sell any service we should keep in mind some concepts. The software has two types of charges: -The periodic charges : Are services that woul...
Mon, 30 Mar, 2020 at 10:06 AM
How to define billing series:
To define billing series we can go to: System -> Economic Aux.-> Invoicing Serial number Then we will see the next screen Her...
Mon, 30 Mar, 2020 at 10:19 AM
How do we indicate the account where the remittances will be paid?
To indicate the account to make remittances we will go to:  System --> System Configuration. You'll see the next window with your compa...
Mon, 27 Jan, 2020 at 6:51 PM
How to set up general billing information:
In order to set up default billing series we will go to: System -> System Configuration We will open the following window where we will press t...
Mon, 30 Mar, 2020 at 10:48 AM
Display accounting accounts and cost centers by default:
To be able to indicate the accounting accounts and cost centers we will go to: System -> System Configuration We will open the following win...
Mon, 30 Mar, 2020 at 10:51 AM
How to define Dictionary of Accounts
To define a dictionary of accounting accounts we must access to: System → Economic aux. → Diccionary of Accounts. Once we have entered, we will see th...
Mon, 30 Mar, 2020 at 11:01 AM
How to create a receipt or invoice manually:
To create a receipt or invoice manually on the system go to: Finance / Receipts or Invoices Once there you'll see the list of all receipts or...
Mon, 30 Mar, 2020 at 11:24 AM
How to transform a receipt in an invoice:
If a client asks you to provide him/her with an invoice of any service but you already created a receipt, you can just go to: Finance / Receipts Look f...
Mon, 30 Mar, 2020 at 11:20 AM
How to cancel a receipt or an invoice:
To cancel a receipt or invoice we can access to: Finance--> Sales and listings -->Receipts or Invoices. Once there we will see the list of r...
Mon, 30 Mar, 2020 at 11:14 AM
How to indicate specific accounting accounts for each type of commission or fee:
This configuration would be for any service that the client contracts, such as Reservations, Private Lessons, Subscription Fees, Activity Fees, Bonds ..... ...
Mon, 30 Mar, 2020 at 11:18 AM