Customer account

Every customer now has an account: you can see at a glance how much they owe, which tasks are pending and what they have paid.

What changes

• An «Account» section on the customer page: it shows what is due, what was collected and the balance (what they owe or what they have in credit), the breakdown by task and the payment history. If the customer has no values or payments yet, the section does not appear.
• Payment on account: record a payment from the customer without a task. It lowers what they owe right away and, if it exceeds the debt, it stays as credit. It can be voided with a reason, like any payment.
• The courier sees the balance at delivery: inside the task you get «Customer balance: owes …» with the amount and date of each debt, only for customers they work with. They do not see earlier payments or notes, and the «The courier can collect» switch does not change what they see, only whether they can collect.
• Each role gets its own: owner and manager see the full account; staff see the balance of their customers; viewers see no amounts. Amounts follow the project currency: Paraguayan guarani and Chilean peso have no cents.