Routes
| Route | Description |
|---|---|
/usuarios-clients | Client list |
/usuarios-detalle-cliente | Client detail |
/usuarios-clientes-crear | Create a new client |
/usuarios-clientes-editar | Edit an existing client |
/payouts-cliente | Client payout list |
/crear-payouts-cliente | Create a payout for a client |
/cliente-eventos | Events associated with a client |
Features overview
Client profile
Full profile with legal name, commercial name, contact details, and address.
Revenue dashboard
7-day sales graph showing total revenue generated by the client’s events.
Legal documentation
Stores legal and fiscal documents: commercial registry, assembly minutes, fiscal info, and commercial license.
Bank accounts
Multiple bank accounts per client, supporting local (Venezuelan) and international (US) accounts with SWIFT/ABBA codes.
Contracts
Associated contracts viewable from the client detail page.
Events
All events owned by the client accessible via
/cliente-eventos.Client list
The list page at/usuarios-clients shows all client accounts in a searchable, paginated table.
Client detail view
Navigate to/usuarios-detalle-cliente?id={client_id} to open a client profile. The page is organized into a left column and a right column:
Left column:
- Introduction card — name, commercial name, email, phone, and address
- Contracts card — list of contracts associated with the client
- Revenue updates — a line chart showing sales totals for the last 7 days (fetched via the
total_sales_clientFirebase function) - Legal info card — legal representative details, RIF, fiscal registration, and taxpayer type
- Bank accounts card — all registered bank accounts with account type, bank name, account number, and currency
Creating a client
Open the creation form
From the client list, click Crear Usuario. This opens
/usuarios-clientes-crear.Upload a profile photo (optional)
Click Cargar to select a JPG, GIF, or PNG image. Maximum file size is 500 KB. Recommended size is 200×200 pixels.
Fill in personal details
Complete the following required fields:
- Nombre / Razón Social — legal name or company name
- Nombre Comercial — commercial or brand name
- Correo Electrónico — email address
- Teléfono — international phone number
- Tipo de Identificación — document type
- Número de Identificación — numeric ID number
Upload legal documents
All four documents are required (PDF format only):
- Registro Mercantil — commercial registry
- Última Acta de Asamblea — most recent assembly minutes
- Registro de Información Fiscal — fiscal registration (RIF)
- Licencia o Patente Comercial — commercial license or patent
Set taxpayer type
Select Persona Natural (individual) or Persona Jurídica (legal entity). For legal entities, also select the special condition: Contribuyente Especial or Agente Especial de Retención.
Add legal representative
Enter the legal representative’s name, ID (with document type prefix), and RIF.
Add bank accounts
Add at least one bank account. For each account provide:
- Account type (local or US)
- Bank name (from the configured banks list, filtered by country)
- Account number
- Currency
- SWIFT code and ABBA number (required for US accounts only)