Tags: CFD Reception, expenditure, finance, movements, account Lesson ID-701.2
Updated to: 01/04/2025

Lesson objective

That the user knows how to register a payment in the "Recepción CFD" module for a specific account.

Registration of a payment

Enter the system as indicated in the lesson ID-101.1

Once inside the system, go to the module "Recepción CFD".

Click on the receipt for which you want to register a payment.

Click on the option "registrar pago" from the "Acciones" menu to the left of the invoice, immediately click on "Movimiento en finanzas".

Register discharge

A window will be displayed with the data required to register the discharge. Specify the destination account, the payment method and verify that the invoice date and amount are correct.
Note: You can move this window freely by clicking at the top of the window to easily verify the data you require.

Once the data has been verified, click on "Registrar Pago" at the bottom of the same window.

If you need to specify the fiscal data or upload the .xml of the invoice that represents said movement, click on the button "Pago avanzado". You will be redirected to the finance module to complete the move.

Once all the information necessary for the movement has been registered, click on the button "Guardar".