Credit and account statement
Credit sales, payments, aging and the customer account statement.
Credit controls sales on credit, payments and the aging of the debt.
G.1 Credits and payments
Credit list.
Credit record with its attachments: «Firmado por (nombre) · fecha» (Signed by (name) · date).
Making a payment on a credit.
A single payment can settle several credits of the same customer, from oldest to newest, from the customer's record.
Collecting several credits from one customer.
Importing historical paper credit.
Balance aging.
G.2 Account statement
Finanzas (Finance) → «Estado de cuenta» (Account statement) shows, as of today, the customer's debt and credit balance, and separately the activity for the chosen period. «Enviar estado de cuenta» (Send account statement) emails the summary, the chosen invoices or all pending ones, each as its own PDF.
Customer account statement.