Finance
Cuentas por cobrar (AR) y cuentas por pagar (AP).
- Etapa: Beta
- Landing:
/{orgId}/finance/estimates
Modulos
| Modulo | Slug | Estado | Proposito |
|---|---|---|---|
| Estimates | estimates |
shipped | Cotizaciones, conversion a invoice y preview publico. |
| Orders | orders |
beta | Pedidos del catalogo, la IA o manuales con pago, entrega y checkouts abandonados. |
| Invoices | invoices |
shipped | Facturacion AR y historial de cambios. |
| Payments received | payments-received |
shipped | Pagos de clientes y asignacion a facturas. |
| Payment Links | payment-links |
shipped | Checkout publico Stripe / Wompi. |
| Recurring Invoices | recurring-invoices |
beta | Perfiles de facturacion recurrente. |
| Vendors | vendors |
beta | Maestro de proveedores AP. |
| Expenses | expenses |
beta | Gastos directos ya pagados. |
| Recurring Expenses | recurring-expenses |
beta | Gastos periodicos. |
| Bills | bills |
beta | Cuentas por pagar a vendors. |
| Recurring Bills | recurring-bills |
beta | Cuentas por pagar periodicas. |
| Payments Made | payments-made |
beta | Pagos a vendors y allocations. |
| Document templates | document-templates |
shipped | PDF, numbering, messages y page templates. |
| Taxes y currencies | taxes-currencies |
shipped | Impuestos, monedas y FX. |
| Payment gateways | payment-gateways |
shipped | Credenciales Stripe / Wompi. |
Funcionalidades internas
117 funcionalidades documentadas en 15 modulos. Ver la tabla de cada modulo.