Your institution's directory: find anyone, register new clients and work their full profile — details, transactions and notes.
Contabilidad → Clientes opens the full directory. From here you search, filter and register the people of your institution.
In the top bar open Contabilidad and choose Clientes. The list shows every person with their number, name and contact details.
Columns sort by clicking their header, and the columns button lets you choose which ones to show.
The search box filters by name, last names, email or reference as you type.
Column filters narrow the list — by tag, group or balance — and the chips above the table show the active filters for one-click removal.
The Acciones button opens the creation menu; choose Nuevo Cliente. The same form is available from any screen in the system.
Name and last names are enough to save; the rest can be completed later on the profile.
Note: If someone with a similar name already exists, the system warns you before saving, so people are not duplicated.
Each client has a tabbed profile: financial summary, transactions, details and notes. Everything the institution knows about a person lives here.
Click any row in the list to open that person's profile.
The summary shows their balance, latest movements and contact details at a glance.
The Transacciones tab lists every charge and payment for the person, with status and running balance.
From here you can open any movement to see its detail or record a payment against a pending charge.
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