Finance
The Finance module issues and tracks what the business bills its customers. In the menu it shows up as Financeiro.
What is in the menu
Section titled “What is in the menu”| Menu | What it is for |
|---|---|
| Faturas (invoices) | Issued invoices, with status, due date, total, amount paid and balance. Each invoice has its own page the customer opens to view and pay it. |
| Recorrências (recurring) | Charges that repeat, such as monthly fees, generating invoices on their own at the chosen frequency. |
| Catálogo (catalog) | The products and services the business sells, so invoices don’t have to be typed from scratch. |
| Lembretes (reminders) | Automatic email reminders before, on or after the due date. |
| Pagamentos (payments) | The connection to Mercado Pago, the gateway that collects invoice payments. |
Day to day
Section titled “Day to day”- Bill a customer: create an invoice for the contact with catalog items, discounts and notes (payment instructions, PIX key, deadline). Once issued, the customer gets the invoice by email.
- Get paid: with Mercado Pago connected, the customer pays on the invoice page and the payment is recorded automatically. Payments made some other way can be recorded by hand (Registrar pagamento).
- Automatic billing: on a recurring charge, the customer can authorize automatic billing through Mercado Pago.
Invoices in different currencies are never added together in totals.