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How can I activate a "deactivated" client? From the "customers" tab> open the search filter by pressing "search customers"> filter in the "active" field and check the "no" option. When you click search, the deactivated ones will appear (crossed out in red). Now to activate a client go to their file (by clicking on the icon on the right) and mark the "active" field and save the changes.
How to eliminate a debt? Go to the client's file and in the "debts" tab, select the debt you want to eliminate and click on the red button "eliminate debt", this action deletes the debt (as if we just forget about it), it cannot be undone.
How to redeem/settle a debt? Go to the client's file and in the debts section, select the debt you want to settle> a row will appear where you can fill in the amount the client pays, the payment method and a "description" field where you can add a comment.
How to delete a client's credit? To remove a customer's credit and the sale associated, you have to go to the customer file> go to the "credits" tab> and click on the trash icon "delete credit". (If it does not allow you to delete it, it is because a session has been redeemed, you only have to delete the sessions of the credit) In this way, both the credit and the sale associated with said credit are eliminated.
How do I delete a credited session? To delete a customer's credited session and the sale associated, you have to go to the customer's tab> go to the "credits" tab> and click "view sessions" then the "delete session" trash icon.
How to refund a service? To proceed with a refund, what you have to do is make a sale to the same customer, with the same service. But the quantity of the service instead of being 1, you have to put -1. In this way, the refund is generated, the customer file is updated and that refund is reflected in today's register.
How to refund a product? To proceed with a refund, what you have to do is make a sale to the same customer, with the same product. But the quantity of the product instead of being 1, you have to put -1. In this way, the refund is generated, the customer file is updated and that refund is reflected in today's register. In addition, the stock of said product is automatically replenished.
How to eliminate/deactivate a duplicated client? Search for the client you want to deactivate, from customers> "search customers"> and filter by name and/or surname. To the right of the client you will see a cog icon, click on it and it gives you the option to deactivate the file.
How to generate a debt? To explain how to generate a debt, we'll give you an example: Imagine that today a client receives a service of €70 and only pays €40 in the process of paying for said service, when the programme asks how much the client pays, there you put €40 and you will see how the debt that is going to be generated is written in "red". Once you finish the sale, that debt will appear in the client's file and you can see it in the statistics section.
How can I refund a product or service? To return or refund a product or service you must carry out the same sale operation but with a negative quantity. Thus, you must create a "New sale"> add the customer> establish as a concept the "service" or "product"> and indicate in "quantity" the number -1 or the number of units or services to be returned. This operation will restore the register and the stock if necessary.
Can I add sales with previous dates? To enter sales from previous dates, you just have to click "new sale" (either from the agenda or from the client file)> and on the upper right hand side you can modify the date. Then you finish the sale and it is automatically inserted on the selected day.
How to sell a credit? Click "new sale"> click the add "concept" button> and select the "credits" tab> just search for the credit you are going to sell to the customer, add it and finish the sale.
How to sell a product if the client doesn't have an appointment? If the client does not have an assigned appointment, you can create a "new sale" from the agenda or from the client file and click "add concept"> Select the "products" tab and there you choose the product, add it and finish the sale.
Is it possible to merge customers with duplicated files? Go to the file of the client that you want to keep personal data, in the upper bar you have the option "other actions", inside you will find "merge customers", when you click it will open a small window for you to search for the duplicated client. When you have it click on "merge customers" and the 2 files will become 1.
How to redeem a credited session? Once the credit has been sold to the customer, an appointment or sale of the service associated with the credit must be generated. If the service is associated with the customer credit, a star will appear next to the service. Press the star, and the price will change to €0, select "coupon" as the payment method and end the appointment. Once completed, the credited session will have been discounted.
In my client list, only 500 appear All the clients are uploaded to the system but by optimizing the loading and operating speed, a maximum of 500 clients are displayed. However, they are all there, you can check by exporting the clients, or using the search filters or directly searching for the client by name.

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