{"id":1868,"date":"2020-11-19T14:25:39","date_gmt":"2020-11-19T14:25:39","guid":{"rendered":"https:\/\/www.vtigerspain.es\/?p=1868"},"modified":"2024-10-30T16:10:46","modified_gmt":"2024-10-30T16:10:46","slug":"modulo-cashflow-para-vtiger-7","status":"publish","type":"post","link":"https:\/\/www.vtigerspain.es\/en\/modulo-cashflow-para-vtiger-7\/","title":{"rendered":"M\u00f3dulo CashFlow para vTiger CRM 7.X"},"content":{"rendered":"<p><span style=\"font-size: 18px; color: var(--ast-global-color-3); background-color: var(--ast-global-color-5);\">El m\u00f3dulo Cashflow est\u00e1 dise\u00f1ado para <\/span><strong style=\"font-size: 18px; color: var(--ast-global-color-3); background-color: var(--ast-global-color-5);\">vTiger CRM<\/strong><span style=\"font-size: 18px; color: var(--ast-global-color-3); background-color: var(--ast-global-color-5);\"> 7.X. Este m\u00f3dulo ayuda a registrar los pagos entrantes o salientes y asociar estos pagos con otras entidades de m\u00f3dulos de <\/span><strong style=\"font-size: 18px; color: var(--ast-global-color-3); background-color: var(--ast-global-color-5);\">vTiger CRM<\/strong><span style=\"font-size: 18px; color: var(--ast-global-color-3); background-color: var(--ast-global-color-5);\"> (facturas, pedidos, \u00f3rdenes de compra, presupuestos).\u00a0 Este m\u00f3dulo de extensi\u00f3n te ayuda a hacer un seguimiento de los pagos que deben llegar de sus clientes, o los que tendr\u00e1 que hacer en el futuro, igualmente de cara a tus proveedores. As\u00ed ahora ya es f\u00e1cil hacer un reporte o una vista personalizada de los pagos pendientes de su negocio. Le permite definir tambi\u00e9n los pagos para diferentes categor\u00edas como son bienes o servicios.<\/span><\/p>\n<div id=\"Header_wrapper\" class=\"\">\n<div id=\"Subheader\">\n<div class=\"container\">\n<div class=\"column one\">\n<div id=\"Content\">\n<div class=\"content_wrapper clearfix\">\n<div class=\"sections_group\">\n<div id=\"post-15792\" class=\"no-title no-share share-simple post-15792 post type-post status-publish format-standard has-post-thumbnail hentry category-item-details-customizer category-vtiger-6-1 category-vtiger-7 tag-calculate-profit-in-vtiger tag-customize-vtiger tag-item-details-customizer tag-profit-calculation tag-profit-calculation-in-vtiger tag-vtiger tag-vtiger-6 tag-vtiger-7 tag-vtiger6 tag-vtiger7\">\n<div class=\"post-wrapper-content\">\n<div class=\"section the_content has_content\">\n<div class=\"section_wrapper\">\n<div class=\"the_content_wrapper\">\n<p><span style=\"font-size: 18px;\"><img decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/it-solutions4you.com\/wp-content\/uploads\/2017\/08\/cashflow_ext.png\" \/><\/span><\/p>\n<h2><\/h2>\n<h1 class=\"title\">Caracter\u00edsticas principales del m\u00f3dulo<\/h1>\n<ul>\n<li><span style=\"font-size: 18px;\">Seguimiento de pagos parciales entrantes y salientes<\/span><\/li>\n<li><span style=\"font-size: 18px;\">Diferentes colores para las cantidades de pagos entrantes y salientes<\/span><\/li>\n<li><span style=\"font-size: 18px;\">La cantidad\u00a0del saldo se calcula autom\u00e1ticamente<\/span><\/li>\n<li><span style=\"font-size: 18px;\">Si el saldo es nulo, la factura o prefactura se actualiza autom\u00e1ticamente a \u00abPagado\u00bb<\/span><\/li>\n<li><span style=\"font-size: 18px;\">\u00a0Si el saldo es nulo, las notas de cr\u00e9dito se actualizan autom\u00e1ticamente a \u00abReembolsado\u00bb<\/span><\/li>\n<li><span style=\"font-size: 18px;\">La referencia de los pagos realizados en pedidos de venta, pedidos de compras, facturas proforma&#8230; se muestran en \u00abM\u00e1s informaci\u00f3n\u00bb<\/span><\/li>\n<li><span style=\"font-size: 18px;\">La relaci\u00f3n de los pagos con la organizaci\u00f3n o el proveedor se muestra en \u00abM\u00e1s informaci\u00f3n\u00bb<\/span><\/li>\n<li><span style=\"font-size: 18px;\">Control de pagos totales y pendientes<\/span><\/li>\n<li><span style=\"font-size: 18px;\">Relaci\u00f3n de soporte al documento<\/span><\/li>\n<li><span style=\"font-size: 18px;\">Un pago realizado contra varias facturas<\/span><\/li>\n<\/ul>\n<\/div>\n<h1 class=\"title\">Creaci\u00f3n de un pago<\/h1>\n<p><span style=\"font-size: 18px;\">Aqu\u00ed mostramos de forma simple como realizar un pago con este m\u00f3dulo.<\/span><\/p>\n<p><span style=\"font-size: 18px;\">Necesitamos la siguiente informaci\u00f3n:<\/span><\/p>\n<\/div>\n<ul>\n<li><span style=\"font-size: 18px;\"><strong>Nombre del pago:<\/strong> se usar\u00e1 para distinguir los diferentes pagos<\/span><\/li>\n<li><span style=\"font-size: 18px;\"><strong>Tipo de pago:<\/strong> puede ser entrante o saliente<\/span><\/li>\n<li><span style=\"font-size: 18px;\"><strong>Cantidad:<\/strong> de cu\u00e1nto dinero ser\u00e1 el pago<\/span><\/li>\n<li><span style=\"font-size: 18px;\"><strong>Fecha l\u00edmite:<\/strong> fecha hasta que el pago expire o deba ser pagado<\/span><\/li>\n<\/ul>\n<p><span style=\"font-size: 18px;\">Una vez recopilado todo esto, le damos a \u00abVista de detalles\u00bb en cualquier factura, luego a \u00abM\u00e1s\u00bb y finalmente a \u00abPagos\u00bb. Ah\u00ed se abrir\u00e1 una tabla donde a\u00f1adiremos esta informacion, y la cual podremos consultar m\u00e1s tarde.<\/span><\/p>\n<h1 class=\"title\">Funciones adicionales<\/h1>\n<p><span style=\"font-size: 18px;\">Adem\u00e1s de todo lo expuesto anteriormente, con el m\u00f3dulo Cashflow tambi\u00e9n se puede<\/span><\/p>\n<ul>\n<li><span style=\"font-size: 18px;\"><strong>Generar PDF con los pagos<\/strong>, gracias a la extensi\u00f3n PDFMaker<\/span><\/li>\n<li><span style=\"font-size: 18px;\"><strong>Soporte para documentos,<\/strong> que permite adjuntar cualquier documento a los pagos<\/span><\/li>\n<li><span style=\"font-size: 18px;\"><strong>Alterar el estado de una factura<\/strong>, con pagada o creada, entre otras<\/span><\/li>\n<\/ul>\n<div class=\"section_wrapper\">\n<div class=\"the_content_wrapper\">\n<h1 class=\"title\">\u00bfDudas?<\/h1>\n<hr class=\"\" \/>\n<p><span style=\"font-size: 18px;\">Tenga en cuenta que dise\u00f1amos nuestros m\u00f3dulos extra en <strong>vTiger CRM<\/strong> para que sean lo m\u00e1s flexibles y configurables posible, por lo que si no est\u00e1 seguro de si esto funcionar\u00eda, env\u00edenos un correo electr\u00f3nico y le indicaremos la direcci\u00f3n correcta.\u00a0Adem\u00e1s, podemos agregar funciones o personalizar extensiones para satisfacer sus necesidades y asegurarnos de que estar\u00e1 listo y funcionando en poco tiempo.\u00a0Si esta extensi\u00f3n es \u00abcasi\u00bb lo que necesita, podemos trabajar con usted para realizar los cambios necesarios para que sea \u00abexactamente\u00bb lo que necesita.<\/span><\/p>\n<p><span style=\"font-size: 18px;\">info@vtigerspain.es<\/span><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>El m\u00f3dulo Cashflow est\u00e1 dise\u00f1ado para vTiger CRM 7.X. Este m\u00f3dulo ayuda a registrar los pagos entrantes o salientes y asociar estos pagos con otras entidades de m\u00f3dulos de vTiger<\/p>","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[16],"tags":[],"class_list":["post-1868","post","type-post","status-publish","format-standard","hentry","category-noticias"],"jetpack_featured_media_url":"","_links":{"self":[{"href":"https:\/\/www.vtigerspain.es\/en\/wp-json\/wp\/v2\/posts\/1868","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.vtigerspain.es\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.vtigerspain.es\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.vtigerspain.es\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.vtigerspain.es\/en\/wp-json\/wp\/v2\/comments?post=1868"}],"version-history":[{"count":13,"href":"https:\/\/www.vtigerspain.es\/en\/wp-json\/wp\/v2\/posts\/1868\/revisions"}],"predecessor-version":[{"id":6351,"href":"https:\/\/www.vtigerspain.es\/en\/wp-json\/wp\/v2\/posts\/1868\/revisions\/6351"}],"wp:attachment":[{"href":"https:\/\/www.vtigerspain.es\/en\/wp-json\/wp\/v2\/media?parent=1868"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtigerspain.es\/en\/wp-json\/wp\/v2\/categories?post=1868"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtigerspain.es\/en\/wp-json\/wp\/v2\/tags?post=1868"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}