{"id":614,"date":"2026-07-29T14:30:41","date_gmt":"2026-07-29T17:30:41","guid":{"rendered":"https:\/\/wiki.anatod.com\/?post_type=ht_kb&#038;p=614"},"modified":"2026-07-29T14:37:30","modified_gmt":"2026-07-29T17:37:30","slug":"available-features-app-clients","status":"publish","type":"ht_kb","link":"https:\/\/wiki.anatod.com\/en\/knowledge-base\/funciones-disponibles-app-clientes\/","title":{"rendered":"Features available to customers in the app"},"content":{"rendered":"<p><!-- ai-doc-id: app_clientes.funciones_cliente --><\/p>\n<h2>Description<\/h2>\n<p>The Customer App allows each customer to view information and manage their account. The visible features depend on the active settings and the data available for each customer.<\/p>\n<h2>How to configure them<\/h2>\n<p>Not all functions are activated from a single screen. Each option depends on the system module that powers it.<\/p>\n<ul>\n<li><strong>Services:<\/strong> Check that the client has services loaded and active on their account.<\/li>\n<li><strong>Current account, invoices and collections:<\/strong> Check that the client has transactions, receipts, or payments registered for consultation.<\/li>\n<li><strong>Payment methods:<\/strong> Configure the payment methods that the company will offer to its customers.<\/li>\n<li><strong>Automatic debit:<\/strong> Configure the available means for joining or leaving and verify the application process.<\/li>\n<li><strong>Report payment:<\/strong> Check that the payment reporting workflow is active and that the administrative team knows where to check the requests.<\/li>\n<li><strong>Payment commitment:<\/strong> Configure the number of days allowed for the payment promise and verify that the function is available for the relevant cases.<\/li>\n<li><strong>Medium:<\/strong> Configure the support page, service help, FAQs, and chat channel if the company uses one.<\/li>\n<li><strong>Profile:<\/strong> Check what customer data is allowed to be consulted or updated from the app.<\/li>\n<li><strong>Password change:<\/strong> Configure the password recovery or change texts if the company uses personalized communications.<\/li>\n<\/ul>\n<h2>Main functions<\/h2>\n<ul>\n<li><strong>Statement:<\/strong> It allows you to check the customer&#039;s current status.<\/li>\n<li><strong>Services:<\/strong> It shows the services associated with the client and their details.<\/li>\n<li><strong>Current account:<\/strong> It allows you to check transactions and balances.<\/li>\n<li><strong>Invoices:<\/strong> It allows you to view receipts and access their printing or download when available.<\/li>\n<li><strong>Collections:<\/strong> shows recorded payments or collections.<\/li>\n<li><strong>Payment methods:<\/strong> It shows available options for paying or signing up for automatic debit, if applicable.<\/li>\n<li><strong>Report payment:<\/strong> It allows you to send a notification of payment made.<\/li>\n<li><strong>Payment commitment:<\/strong> It allows you to request a payment promise when the feature is enabled.<\/li>\n<li><strong>Medium:<\/strong> It allows access to help information and support channels.<\/li>\n<li><strong>Profile:<\/strong> It allows you to view and update customer data when permitted.<\/li>\n<li><strong>Password change:<\/strong> It allows you to update the app&#039;s access key.<\/li>\n<\/ul>\n<h2>Usage Recommendation<\/h2>\n<p>Before enabling or communicating a feature, verify that the flow is configured and tested. For example, if a payment or support option is published, the customer should be able to complete the action without relying on external instructions.<\/p>\n<h2>Validation<\/h2>\n<p>Log in with a trial client and explore the main features. Confirm that the displayed information is correct and that the available actions can be completed successfully.<\/p>","protected":false},"excerpt":{"rendered":"<p>Descripci\u00f3n App Clientes permite que cada cliente consulte informaci\u00f3n y realice gestiones desde su cuenta. Las funciones visibles dependen de la configuraci\u00f3n activa y de los datos disponibles para cada cliente. C\u00f3mo configurarlas No todas las funciones se activan desde una \u00fanica pantalla. Cada opci\u00f3n depende del m\u00f3dulo del sistema&#8230;<\/p>","protected":false},"author":3,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[41],"ht-kb-tag":[],"class_list":["post-614","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-app-clientes"],"_links":{"self":[{"href":"https:\/\/wiki.anatod.com\/en\/wp-json\/wp\/v2\/ht-kb\/614","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/wiki.anatod.com\/en\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/wiki.anatod.com\/en\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/wiki.anatod.com\/en\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/wiki.anatod.com\/en\/wp-json\/wp\/v2\/comments?post=614"}],"version-history":[{"count":3,"href":"https:\/\/wiki.anatod.com\/en\/wp-json\/wp\/v2\/ht-kb\/614\/revisions"}],"predecessor-version":[{"id":629,"href":"https:\/\/wiki.anatod.com\/en\/wp-json\/wp\/v2\/ht-kb\/614\/revisions\/629"}],"wp:attachment":[{"href":"https:\/\/wiki.anatod.com\/en\/wp-json\/wp\/v2\/media?parent=614"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/wiki.anatod.com\/en\/wp-json\/wp\/v2\/ht-kb-category?post=614"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/wiki.anatod.com\/en\/wp-json\/wp\/v2\/ht-kb-tag?post=614"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}