There are two ways to add products to a customer:
- When the customer makes a purchase through order.php
- When the administrator adds a product to this customer through the menu THIS CLIENT > ADD PRODUCT.
Add existing products to a client (when starts using INVOPANEL and you must add the products the customer already has purchased:
After creating the client, go to This client > Add product
From here you have two ways:
Add the product with the actual date of commencement
In this case the system automatically renewed each product for the periods from the start date you entered until the current period. This will cause the customer is with a debit balance that is not real, so you must adjust the balance by adding a credit for amounts already paid (which coincides with the difference between the balance that is presented and the client's current actual debt) .
To add a credit to a customer, go to this client> All products and click on the icon with the green cross to the right of payment.
Add the product with the date for the beginning of the current period.
In this case, start date enter the date you started the current period for the product.
