Sales

Collections and payments

Use Calendario de pagos, Pagos vencidos, and Métodos de pago; complement with Facturas MYPE if installed.

Cobranza menus

In the Cobranza group:

  • Calendario de pagos (/payment-calendar)
  • Pagos vencidos (/overdue-payments)
  • Métodos de pago (/payment-methods)

Métodos de pago

  1. Go to Cobranza → Métodos de pago.
  2. Register accounts with bank, number, alias, type (checking, savings, CCI), and currency (PEN, USD, EUR).
  3. Enable or disable methods according to how you use them in sales and quotes.

You can also open the create flow from Comercial → Ventas → Registrar método de pago.

Calendario de pagos

  1. Go to Cobranza → Calendario de pagos.
  2. Filter by sales, quote projections, or both.
  3. Each event shows due date, amount, and, if applicable, the payment method alias.
  4. Open the sale or quote detail from the event.

Pagos vencidos

  1. Go to Cobranza → Pagos vencidos.
  2. Review contact, sale, amount, due date, destination account, and days overdue.
  3. Open the sale to mark the payment or update receipts.

Facturas MYPE add-on

If your company has the Facturas MYPE add-on (/addons/facturas-mype), use it as a complement for electronic invoicing / associated documents. Day-to-day installment and due-date operations remain in Ventas, Calendario de pagos, and Pagos vencidos.