Sales and customers

How to build the client file — commercial details, fiscal data for a CFDI, categories and the wallet percentage — and how to read everything that ever happened with one client on a single screen.

Keep the information your business needs about each client — a note, a date, a number, an option from a list, an image or a file — by adding your own fields to the clients list, without code.

How price lists work: naming them in the settings, assigning one to a customer, capturing a price per list on each product and variation, and what happens when a product also has pricing packages.

How to build a priced proposal for a client, what each field decides, what happens when you finish it, and how to turn an accepted quotation into a sale.

How to register a sale from start to finish — products, how the client pays, what changes when you finalize it, and what you can still do afterwards.

How a fast order works — one screen, one customer in front of you, paid on the spot and printed — and what it does differently from an ordinary sell order.

How money is captured against a sell order — full, partial or credit — with one method or several, and what the order's payment status becomes.

How to register a movement that comes from no document: naming your concepts, capturing an income or an expense, printing its receipt, picking the concept of a cashier expense, and reading the two reports that follow the money.

How to see what every client owes, read and send their account statement, and settle part of the debt without opening the orders one by one.

How to open a shift on a cash register, register the expenses paid out of it, and close it against the real count — including what the two closing figures actually mean.

How a finished quote, sell order, account statement or CFDI reaches your customer — by link, by WhatsApp, by email or on paper — and who can open what you send.

How to adjust a sell order after it was finalized — taking products back or forgiving part of the amount — and what that does to your stock, the debt, the wallet and the money you return.

How a sell order that is not a sale is filed under your own numbering, what it does to the sale it came from, and what it is for.

How a product is booked for a client over a date range, how the system stops two bookings landing on the same days, how the days become the quantity on a sale, and what the calendar shows.

How a client builds up credit as a percentage of what they pay, how that credit is spent on a later sale, what happens to it on a return, and where every movement is listed.