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 thiscase this debt to edit the amount we will have to go toedit client and do it The manual way also helps us when the clienthas money in favor, we can put it with the minus sign and know that this money is in favor.Later, when, for example, a sale is made to the client and it remains unpaid,it will appear as another debt when We click on another debt, it will show usthe debts that the client has, these are debts from sales, visits and we will see that within the sale it appears as the debt to the clientalso to filter it when we want to know the clients' debts In general we cango to debtors there we will see all the clients who are owing and if it is from a sale,if it is from a visit, a beauty or daycare visit and in the current account we seethe amount that we modify manually here The WhatsApp sign will also appearso that we can notify the client. The WhatsApp that we have on the computer will openand we will be able to send them this message reminding them that they have a debt. Then we alsohave plan debts when we create the client. We can associate the plans thatwe create within GVET and here in plan debt we are going to see if we have debtors, for example, we cansearch for it and filter it by month. In this case, this client is owing, for example, the month of Juneto see the debt, we will look closely. and he is going to open his file for us.
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 We are going to see the client files, in this case I go to the client list, I open the client file and it will show me the data of that client such as email, identification, address here if they have debts, if they have an ...
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 Let's see how to change the email of a client that is linked to the application. We are going to go to clients, we are going to search for the client and when the client is linked to the application it will appear with this cell ...
Video Transcription To search for clients we are going to go to clients, list, client search and the list of all clients will appear . To filter them here we can put, for example, the name of the person or only the first name or first and last name ...