Client payments list - Revision history

Yevgen: /* Search payments with filters */

2025-10-23T08:40:15Z

‎Search payments with filters

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

2022-09-07T14:11:19Z

‎Open payments, linked invoices and client profiles

Andrii at 14:10, 7 September 2022

2022-09-07T14:10:40Z

Aleksandra.d: /* Description of the fields in the client payment filters */

2020-09-25T09:01:11Z

‎Description of the fields in the client payment filters

Aleksandra.d: /* Search payments with filters */

2020-09-25T09:01:03Z

‎Search payments with filters

Aleksandra.d at 11:23, 2 June 2020

2020-06-02T11:23:14Z

Aleksandra.d: /* Create payments */

2020-04-15T07:17:29Z

‎Create payments

Aleksandra.d: /* Search payments with filters */

2020-03-11T09:07:10Z

‎Search payments with filters

Aleksandra.d: /* Import from Excel */

2020-03-10T13:59:22Z

‎Import from Excel

Aleksandra.d: /* Open payments, linked invoices and client profiles */

2020-03-10T13:50:49Z

‎Open payments, linked invoices and client profiles

@@ Line 53: / Line 53: @@
 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 63: / Line 63: @@
 [[File:16.png|border|900px]]
-*'''Payment'''—click the  required code to open the payment page.
+*'''Payment''' — click the  required code to open the payment page.
-*'''Linked invoices'''—click the required (if added) code to open the linked invoice page.
+*'''Linked invoices''' — click the required (if added) code to open the linked invoice 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 the '''"Shift"''' button while clicking.</span>

@@ Line 21: / Line 21: @@
 [[File:Paym11.png|border|100px]]
-And press the '''"New Payment"''' button:
+And click the '''"New Payment"''' button:
 [[File:3pn.png|border|900px]]
@@ Line 33: / Line 33: @@
 If you want to hide or display some payments 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.
-So you can enter the data into the appropriate fields and press '''"Apply"''' button:
+So you can enter the data into the appropriate fields and click '''"Apply"''' button:
 [[File:Cl payment filter.png|border|900px]]
@@ Line 43: / Line 43: @@
 [[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 73: / Line 73: @@
 =='''Export to Excel'''==
-You can export all the displayed table of client payments to Excel by pressing the '''"Export to Excel"''' button over the upper right corner of the table:
+You can export all the displayed table of client payments to Excel by clicking the '''"Export to Excel"''' button over the upper right corner of the table:
 [[File:Export 17.png|border|900px]]
@@ Line 81: / Line 81: @@
 =='''Import from Excel'''==
-You can '''[[Import clients from Excel#Import clients' payments|import clients' payments from Excel]]''' by pressing the '''"Import from Excel"''' button over the upper right corner of the table:
+You can '''[[Import clients from Excel#Import clients' payments|import clients' payments from Excel]]''' by clicking the '''"Import from Excel"''' button over the upper right corner of the table:
 [[File:Import 17.png|border|900px]]

← Older revision		Revision as of 09:01, 25 September 2020
Line 56:		Line 56:

	[[File:S1.png\|border\|900px]]		[[File:S1.png\|border\|900px]]
−
−	~~=='''Description of the fields in the client payment filters'''==~~
−
−	*'''Code'''—displays only the payments with the code containing the specified symbols' combination.
−
−	*'''Legal entity'''—displays only the payment with the specified legal entity.
−
−	*'''Client'''—displays only the payments from the specified client.
−
−	*'''Note'''—displays only the payments with notes containing the specified symbols' combination.
−
−	*'''Creation date'''—displays only the payments created within the specified date range.
−
−	*'''Paid at date'''—displays only the payments received within the specified date range.
−
−	*'''Has linked invoices'''—displays only the payments which have or have no linked invoices in accordance with the filter value applied (Yes, No).
−
−	*'''Is fully covered'''—displays only the payments which are fully or partially covered\uncovered with invoices in accordance with the filter value applied (Yes, No).

	=='''Open payments, linked invoices and client profiles'''==		=='''Open payments, linked invoices and client profiles'''==

@@ Line 37: / Line 37: @@
 So you can enter the data into the appropriate fields and press '''"Apply"''' button:
-[[File:13.png|border|900px]]
+[[File:Cl payment filter.png|border|900px]]
 If the filter  is applied, the header turns blue:

@@ Line 3: / Line 3: @@
 On this page you can:
-—Record payments received from the clients.
+— Record payments received from the clients.
-—View the list of all the payments you have received from clients.
+— View the list of all the payments you have received from clients.
-—Search payments with filters.
+— Search payments with filters.
-—Open payments, linked invoices, and client profiles.
+— Open payments, linked invoices, and client profiles.
-—Import payments received from the clients from Excel.
+— Import payments received from the clients from Excel.
-—Export all the displayed table of client payments to Excel.
+— Export all the displayed table of client payments to Excel.
 =='''Create payments'''==

@@ Line 17: / Line 17: @@
 =='''Create payments'''==
-To start creating a payment, press the '''"New Payment"''' button:
+To start creating a payment, please go to '''Clients → Payments''':
 [[File:3pn.png|border|900px]]