The header: three numbers
- TE DEBEN (OWED TO YOU) — everything your customers haven’t paid.
- VENCIDO (OVERDUE) — of that, what’s already past its due date.
- EN REVISIÓN (UNDER REVIEW) — what you’ve already collected and Finance hasn’t approved yet.
All three are in dollars. That’s on purpose: they add up invoices in bolívars and in dollars, and those can only be compared in a single currency.
Below, it says how many invoices there are and how old the data is. Tap «Ver detalle» (See details) to read the explanatory notes. At the top are the «Todas» · «Vencidas» · «Por vencer» (All · Overdue · Coming due) chips and the search box, where you can type the customer, the RIF (tax ID) or the invoice number.
What’s «EN REVISIÓN» you’ve already collected from the customer. It’s money on its way, waiting for approval. Don’t ask them for it again.
That amount is not deducted from «TE DEBEN»: that’s why the two numbers sit side by side.
Why the card shows two numbers
The big number says «CÓBRALE HOY» (COLLECT TODAY). That’s the one you ask the customer for.
On the right, in small print, it says «de $237,66» (of $237.66). That’s the invoice’s full balance, the one printed on paper.
The two differ when there’s something that no longer needs to be collected:
- VAT withholding — the customer withheld part of it and pays it directly to SENIAT (the tax authority). They don’t give you that part.
- Your collections awaiting approval — you’ve already collected something on that invoice and Finance hasn’t approved it yet. It shows up as a pill: «− $0,12 · en revisión» (− $0.12 · under review).
Below the number, the app shows you the full subtraction so you can follow it with your finger.
If «CÓBRALE HOY» is zero and grayed out, you’ve already collected that invoice and it’s waiting for approval. Don’t collect from the customer again.
How long it’s been overdue
At the top right of the card, in red, it says «Vencida hace 27 días» (Overdue 27 days) or «Vencida hace un mes» (Overdue a month). That’s what tells you which of seven invoices to collect first.
If the invoice isn’t due yet, it says when it’s due and isn’t shown in red.
The colored tags
Some invoices carry tags from the office, each with its own color: «DEUDA PARCIAL» (PARTIAL DEBT), «LEGAL», «CASO IRREGULAR» (IRREGULAR CASE)… They’re the same ones the office uses, in the same color, so you recognize them at a glance. You can add them too.
The card’s three buttons
At the bottom left are three round buttons. Press and hold one to see its name:
- Etiquetas (Tags) — you tag the invoice so the office sees it.
- Compromiso (Promise) — you note when the customer promised to pay.
- Subir pago (Upload payment) — the most used: it opens the collection screen with that invoice already checked.
And on the right, «Ver factura →» (View invoice →) opens the full details, with the breakdown and the conversation with the office.
The payment promise
It’s a promise from the customer that you write down: «¿Cuándo prometió pagar?» (When did they promise to pay?) and, if you like, how much. If you don’t enter an amount, only the date is recorded.
The card then says «Prometió pagar el 30/09» (Promised to pay on 09/30), and on that day the app reminds you to go collect. It’s also saved without signal and goes out by itself.
You can’t promise more than the invoice owes, or set a date that has already passed. The app tells you when you save.
The invoice currency and «de referencia»
Each invoice is shown in the currency it was issued in. If the invoice is in bolívars, the big number is in bolívars: it’s the same one the customer has on their paper and the same one Accounts will demand.
Below it you may see the same amount in the other currency with the words «de referencia» (for reference). That means: it’s just to help you get your bearings, not what you collect. It’s calculated at the rate the invoice was issued with, which on an old invoice isn’t today’s rate.
Always read the customer the big number, the one in their invoice’s currency. The one that says «de referencia» isn’t what you collect.