Client invoices list - Revision history

Yevgen: /* Search invoices with filters */

2025-10-23T08:39:15Z

‎Search invoices with filters

Andrii: /* Open invoices, linked payments and client profiles */

2022-09-07T14:09:05Z

‎Open invoices, linked payments and client profiles

Andrii at 14:08, 7 September 2022

2022-09-07T14:08:31Z

Andrii: /* Cover invoices by payments */

2022-03-30T09:12:10Z

‎Cover invoices by payments

Andrii at 08:18, 30 March 2022

2022-03-30T08:18:07Z

Andrii: /* Cover invoices by payments */

2022-03-30T07:15:08Z

‎Cover invoices by payments

Andrii: /* Cover invoices by payments */

2022-03-30T06:44:46Z

‎Cover invoices by payments

Andrii: /* Cover invoices by payments */

2022-03-29T15:56:57Z

‎Cover invoices by payments

Andrii: /* Cover invoices by payments */

2022-03-29T15:41:53Z

‎Cover invoices by payments

Andrii: /* Cover invoices by payments */

2022-03-29T15:40:49Z

‎Cover invoices by payments

@@ Line 40: / Line 40: @@
 To inactivate the filter, click the '''"Clear"''' button.
-The header color will turn to gray, which means that no filter is not applied:
+The header color will turn to gray, which means that no filter is applied:
 [[File:S1.png|border|900px]]

@@ Line 50: / Line 50: @@
 [[File:Client invoices items.png|border|1100px]]
-*'''Invoice'''—click the code you need to open the invoice page.
+*'''Invoice''' — click the code you need to open the invoice page.
-*'''Linked payments'''—clicking the payment (if added) code opens the linked payment page.
+*'''Linked payments''' — clicking the payment (if added) code opens the linked payment page.
-*'''Client'''—click the required client name to open the client profile.
+*'''Client''' — click the required client name to open the client profile.
 <span style="color:#008B8B>'''Tip:''' Protemos supports multiple windows. So you may open the link in the new window by holding '''"Shift"''' button when clicking.</span>

@@ Line 20: / Line 20: @@
 If you want to hide or display some invoices from the list, you may apply filters.
-You can hide or display filter fields by pressing the [[File:filter arrow gray.jpg|border|25px]] button in the upper right corner:
+You can hide or display filter fields by clicking the [[File:filter arrow gray.jpg|border|25px]] button in the upper right corner:
 [[File:Client invoices filter.png|border|1000px]]
-So you can enter the data into the appropriate fields and press the '''"Apply"'''.
+So you can enter the data into the appropriate fields and click the '''"Apply"'''.
 If the filter is applied, the header turns blue:
@@ Line 30: / Line 30: @@
 [[File:14.png|border|900px]]
-You may hide the filter interface by pressing the [[File:Blue arrow.jpg|border|25px]] button.
+You may hide the filter interface by clicking the [[File:Blue arrow.jpg|border|25px]] button.
 <span style="color:red">'''Note''':</span>  The hidden filter remains activated.
-You can expand the hidden filter back by pressing [[File:Blue arrow.jpg|border|25px]] again.
+You can expand the hidden filter back by clicking [[File:Blue arrow.jpg|border|25px]] again.
 <span style="color:red">'''Note''':</span>  The applied filter is remembered, so it will remain even if you leave the page.
-To inactivate the filter, press the '''"Clear"''' button.
+To inactivate the filter, click the '''"Clear"''' button.
 The header color will turn to gray, which means that no filter is not applied:
@@ Line 76: / Line 76: @@
 =='''Export to Excel'''==
-You can export the displayed table of client invoices to Excel by pressing the '''"Export to Excel"''' button over the upper right corner of the table.
+You can export the displayed table of client invoices to Excel by clicking the '''"Export to Excel"''' button over the upper right corner of the table.
-You may also download the necessary invoice by pressing the '''"Download"''' button in the corresponding row:
+You may also download the necessary invoice by clicking the '''"Download"''' button in the corresponding row:
 [[File:Client invoices export.png|border|1100px]]
 <span style="color:red">'''Note:'''</span> The exported file will contain the filtered records from all the pages of the table, not just the ones displayed on the first page.

@@ Line 68: / Line 68: @@
 [[File:Client selected invoices1.png|border|1000px]]
-A notification about payments creation will be displayed, and payments will appear in the "Linked payments" column:
+A notification about payments creation will be displayed, and created payments will appear in the "Linked payments" column:
 [[File:Payments created.png|border|1000px]]

@@ Line 1: / Line 1: @@
 __FORCETOC__
-''Client invoices page: [http://cloud.protemos.com/client-invoice/index/ http://cloud.protemos.com/client-invoice/index]''
+''Client invoices page: [http://cloud.protemos.com/client-invoice/index/ cloud.protemos.com/client-invoice/index]''
 ----
 On this page you can:

@@ Line 72: / Line 72: @@
 [[File:Payments created.png|border|1000px]]
-::<span style="color:red">'''Note:'''</span> If you click "Cover all by payments", all filtered invoices will be covered by payments.
+::<span style="color:red">'''Note:'''</span> if you click "Cover all by payments", all filtered invoices will be covered by payments.
 =='''Export to Excel'''==

← Older revision		Revision as of 06:44, 30 March 2022
Line 71:		Line 71:

	[[File:Payments created.png\|border\|1000px]]		[[File:Payments created.png\|border\|1000px]]
		+
		+	::<span style="color:red">'''Note:'''</span> If you click "Cover all by payments", all filtered invoices will be covered by payments.

	=='''Export to Excel'''==		=='''Export to Excel'''==

← Older revision		Revision as of 15:56, 29 March 2022
Line 67:		Line 67:

	[[File:Client selected invoices1.png\|border\|1000px]]		[[File:Client selected invoices1.png\|border\|1000px]]
		+
		+	A notification about payments creation will be displayed, and payments will appear in the "Linked payments" column:
		+
		+	[[File:Payments created.png\|border\|1000px]]

	=='''Export to Excel'''==		=='''Export to Excel'''==

@@ Line 64: / Line 64: @@
 [[File:Cover client invoices1.png|border|1000px]]
-To cover selected invoices by payments, tick the needed ones and click "Cover selected by payments":
+To cover several invoices by payments, tick the needed ones and click "Cover selected by payments":
 [[File:Client selected invoices1.png|border|1000px]]