Well, to add a monthly plan to clients, if they arecreated, we will be able to edit it and in their information at the end we will see themonthly plan option, here we will choose the option of the plan that we wantto charge you and the day of the month in which we pay the client, for example on the 5th ofeach month, then we update and in their file you will see the option thatthey have that plan associated with them and their payment day is the 5th.
Video Transcription Well, now we are going to go to the associated plans section. This feature is used when we want to charge clients a fixed amount per month. We are going to go to configuration, associated plans, to create new plans. Where? We are ...
Video Transcription To register the monthly plan payments we are going to go to the files of the client who is going to pay us, we are going to see that the plan that is associated with it appears and on the payment day a weight sign appears where we ...
Video Transcription Well now we are going to see how to create a new client, we are going to go to clients, list, search and new, here we are going to put their data such as name and surname, email, if we want them to receive reminders, there is, for ...
Video Transcription We are going to see client debts in this case there can be two types of debts, for example if we go to a client's file we see that it says debt 200 in this case this debt to edit the amount we will have to go to edit client and do ...
Video Transcription To view and edit a hospitalization, for example we are going to go to the hospitalization, if we want to edit any of these parameters we are going to go to edit and there we will be able to edit those items that we had already ...