Client payment view - Revision history

Andrii: /* Messages */

2022-12-15T14:20:00Z

‎Messages

Andrii: /* Messages */

2022-12-15T13:47:13Z

‎Messages

Andrii: /* Messages */

2022-12-15T13:45:24Z

‎Messages

Andrii: /* Messages */

2022-12-15T13:44:40Z

‎Messages

Andrii: /* Messages */

2022-12-15T13:17:29Z

‎Messages

Andrii at 15:08, 17 November 2022

2022-11-17T15:08:02Z

Andrii: /* Details section */

2022-11-17T13:43:25Z

‎Details section

Andrii: /* Details section */

2022-09-08T11:30:04Z

‎Details section

Andrii at 11:29, 8 September 2022

2022-09-08T11:29:41Z

Andrii at 11:29, 8 September 2022

2022-09-08T11:29:06Z

@@ Line 59: / Line 59: @@
 Here, you can read the message text. To reply to it, please follow the link in the email notification:
-[[File:New message notification for client.1.png|border|500px]]
+[[File:New message notification for client.1.png|border|550px]]
 By clicking '''"Reply to this message"''', you will be redirected to the '''"Messages"''' field of the respective payment.

@@ Line 53: / Line 53: @@
 [[File:Client payment page (message was sent).1.png|border|800px]]
-A client will get an email when a message is sent to them.
+The client will get an email notification when the message is sent to them.
 The same applies to the responsible for project manager, they will get emails when a client sends a message.
-Here, you can read the messages. To reply to it, please follow the link in the email notification:
+Here, you can read the message text. To reply to it, please follow the link in the email notification:
 [[File:New message notification for client.1.png|border|500px]]

@@ Line 57: / Line 57: @@
 The same applies to the responsible for project manager, they will get emails when a client sends a message.
-Here, you can read the messages. To reply, please follow the link in the email notification:
+Here, you can read the messages. To reply to it, please follow the link in the email notification:
 [[File:New message notification for client.1.png|border|500px]]

@@ Line 57: / Line 57: @@
 The same applies to the responsible for project manager, they will get emails when a client sends a message.
-You can read the message and reply straight from the email:
+Here, you can read the messages. To reply, please follow the link in the email notification:
-[[File:Reply to this message client payment.png|border|500px]]
+[[File:New message notification for client.1.png|border|500px]]
 By clicking '''"Reply to this message"''', you will be redirected to the '''"Messages"''' field of the respective payment.

@@ Line 47: / Line 47: @@
 Enter your message and click the '''"Send"''' button:
-[[File:Payment client message.png|border|500px]]
+[[File:Send message on client payment page.1.png|border|800px]]
 A client will get an email when a message is sent to them.

← Older revision		Revision as of 15:08, 17 November 2022
Line 22:		Line 22:

	*'''Delete''' — deletes the payment.		*'''Delete''' — deletes the payment.
		+
		+	=='''Payment method'''==
		+
		+	In this section, you can view the details of the payment method that was used for the payment:
		+
		+	[[File:Payment method details.png\|border\|900px]]

	=='''Linked invoices section'''==		=='''Linked invoices section'''==

@@ Line 15: / Line 15: @@
 Here you can '''Download as PDF''', '''Update''', or '''Delete''' the payment details by clicking the corresponding buttons:
-[[File:8.png|border|800px]]
+[[File:Client payment details.1.png|border|900px]]
 *'''Download as PDF''' — downloads the payment details.

@@ Line 17: / Line 17: @@
 [[File:8.png|border|800px]]
-*'''Download as PDF'''—downloads the payment details.
+*'''Download as PDF''' — downloads the payment details.
-*'''Update'''—opens the '''<u>[[Update client payment| Update payment]]</u>''' page where you can change the payment details.
+*'''Update''' — opens the '''<u>[[Update client payment| Update payment]]</u>''' page where you can change the payment details.
-*'''Delete'''—deletes the payment.
+*'''Delete''' — deletes the payment.
 =='''Linked invoices section'''==

@@ Line 1: / Line 1: @@
 On this page you can:
-—View the payment details.
+— View the payment details.
-—Delete, update or download the payment.
+— Delete, update or download the payment.
-—Link or unlink invoices from the payment.
+— Link or unlink invoices from the payment.
 The payment consists of several sections. Each of them is described below.

@@ Line 13: / Line 13: @@
 =='''Details section'''==
-Here you can '''Download as PDF''', '''Update''', or '''Delete''' the payment details by pressing the corresponding buttons:
+Here you can '''Download as PDF''', '''Update''', or '''Delete''' the payment details by clicking the corresponding buttons:
 [[File:8.png|border|800px]]
@@ Line 25: / Line 25: @@
 =='''Linked invoices section'''==
-In this section you can unlink invoices from the payment by pressing '''"Unlink"''' button:
+In this section you can unlink invoices from the payment by clicking '''"Unlink"''' button:
 [[File:7.png|border|900px]]
@@ Line 39: / Line 39: @@
 In the '''Messages''' field you can communicate with a respective client '''(if they use the Client Portal and can log in to the system)'''.
-Enter your message and press the '''"Send"''' button:
+Enter your message and click the '''"Send"''' button:
 [[File:Payment client message.png|border|500px]]
@@ Line 51: / Line 51: @@
 [[File:Reply to this message client payment.png|border|500px]]
-By pressing '''"Reply to this message"''', you will be redirected to the '''"Messages"''' field of the respective payment.
+By clicking '''"Reply to this message"''', you will be redirected to the '''"Messages"''' field of the respective payment.
 <span style="color:blue">'''Tip:''' </span> If your client cannot log in to the system, you can use the '''"Messages"''' field as an option to leave notes or anything you need. But if you allow them to log in, all the messages will be visible for them.
 You also can communicate with clients on other objects. Please check the <U>'''[[Messages|"Messages"]]'''</U> page for more details.