Initial set up

Billing basic concepts
When we sell any service we should take in count some concepts. The software has two types of charges: The periodic charges : Are services that woul...
Tue, 14 Mar, 2017 at 5:38 PM
Define billing series
To define billing series we can go to System -> Additionals-> Invoicing Serial number Then we will see the next screen Here we h...
Thu, 3 Aug, 2017 at 12:01 PM
Set up the bank account for remittances
To set up the account for remittances, go to System -> System Configuration You'll see the next window with your company details. At the ...
Wed, 5 Apr, 2017 at 11:03 AM
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 the...
Wed, 2 May, 2018 at 10:15 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 windo...
Wed, 2 May, 2018 at 10:31 AM
Define Dictionary of Accounts
To define a dictionary of accounting accounts we must access System → Additionals → Diccionary of Accounts.                                             ...
Wed, 2 May, 2018 at 10:30 AM
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 in...
Mon, 20 Mar, 2017 at 2:20 PM
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...
Mon, 20 Mar, 2017 at 2:39 PM
Cancel a receipt or an invoice
To cancel a receipt or invoice we can access Finance / Receipts or Invoices. Once there we will see the list of receipts/invoices we have, the ones ...
Fri, 10 Mar, 2017 at 1:41 PM
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 ..... ...
Wed, 2 May, 2018 at 11:14 AM