Clients receivables list - Revision history

Yevgen: /* Search receivables with filters */

2025-10-23T08:38:56Z

‎Search receivables with filters

Andrii: /* Search receivables with filters */

2023-02-09T12:44:41Z

‎Search receivables with filters

Andrii: /* Invoice all filtered */

2022-11-07T12:56:24Z

‎Invoice all filtered

Andrii: /* Invoice all filtered */

2022-11-07T12:56:01Z

‎Invoice all filtered

Andrii: /* Export to Excel */

2022-10-20T08:36:37Z

‎Export to Excel

Andrii: /* Invoice all by filter */

2022-10-20T07:50:19Z

‎Invoice all by filter

Andrii: /* Invoice all by filter */

2022-10-19T09:19:24Z

‎Invoice all by filter

Andrii: /* Invoice all */

2022-10-19T08:57:39Z

‎Invoice all

Andrii: /* Invoice all */

2022-10-19T08:57:04Z

‎Invoice all

Andrii at 08:25, 19 October 2022

2022-10-19T08:25:41Z

@@ Line 37: / Line 37: @@
 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 15: / Line 15: @@
 By default, you can see all the receivables in your database, 200 per page.
-If you want to hide or display some jobs from the list, you may apply filters.
+If you want to hide or display some receivables from the list, you may apply filters.
 You can hide or display filter fields by clicking the [[File:filter arrow gray.jpg|border|25px]] button in the upper right corner:

@@ Line 89: / Line 89: @@
 [[File:Invoice all filtered.2.png|border|1070px]]
-<span style="color:red">'''Note:'''</span> If you click "Invoice all filtered", the system will create invoices for all the receivables that match the filters criteria (even for those that are not on the first page).
+<span style="color:red">'''Note:'''</span> If you click '''"Invoice all filtered"''', the system will create invoices for all the receivables that match the filters criteria (even for those that are not on the first page).
 =='''Open receivables, related client profiles, and projects'''==

← Older revision		Revision as of 12:56, 7 November 2022
Line 88:		Line 88:

	[[File:Invoice all filtered.2.png\|border\|1070px]]		[[File:Invoice all filtered.2.png\|border\|1070px]]
		+
		+	<span style="color:red">'''Note:'''</span> If you click "Invoice all filtered", the system will create invoices for all the receivables that match the filters criteria (even for those that are not on the first page).

	=='''Open receivables, related client profiles, and projects'''==		=='''Open receivables, related client profiles, and projects'''==

@@ Line 116: / Line 116: @@
 You can export all the displayed table of client receivables to Excel by clicking '''"Export to Excel"''' button over the upper right corner of the table:
-[[File:Client receivables export to Excel.png|border|1100px]]
+[[File:Export.1.png|border|1070px]]
 <span style="color:orange">'''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.
 [[File:Redirect.jpg|40px|link=Clients receivables list]] Back to the '''table of contents'''.

@@ Line 73: / Line 73: @@
 [[File:Invoices_are_issued.1.png|border|1070px]]
-==='''Invoice all by filter'''===
+==='''Invoice all filtered'''===
 You may also invoice all receivables selected by certain filters.
@@ Line 87: / Line 87: @@
 Otherwise, the system will bring you to the '''Client invoices''' page and display a message of how many invoices have been successfully created:
-[[File:Invoices are issued.1.png|border|1070px]]
+[[File:Invoice all filtered.2.png|border|1070px]]
 =='''Open receivables, related client profiles, and projects'''==

@@ Line 85: / Line 85: @@
 If all receivables are with the same currency, they will be linked into one invoice and the invoice page will be displayed.
-Otherwise, the system will bring you to the '''Client invoices''' page and display a message of how many invoices have been successfully created.
+Otherwise, the system will bring you to the '''Client invoices''' page and display a message of how many invoices have been successfully created:
-[[file:client receivables apply filter and invoice 2.png|border|1100px]]
+[[File:Invoices are issued.1.png|border|1070px]]
 =='''Open receivables, related client profiles, and projects'''==

@@ Line 71: / Line 71: @@
 Here you can see how many invoices have been successfully created and view them all:
-[[https://wiki.protemos.com/wiki/File:Invoices_are_issued.1.png|border|1070px]]
+[[File:Invoices_are_issued.1.png|border|1070px]]
 ==='''Invoice all by filter'''===

@@ Line 29: / Line 29: @@
 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.
+<span style="color:orange">'''Note''':</span> The hidden filter remains activated.
 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.
+<span style="color:orange">'''Note''':</span> The applied filter is remembered, so it will remain even if you leave the page.
 To inactivate the filter, click the '''"Clear"''' button.
@@ Line 43: / Line 43: @@
 =='''Create invoice'''==
-<span style="color:red">'''Note:'''</span> If you are issuing a separate invoice for each project, you can do it directly from the <U>[[Project details, Finances tab#Invoice receivables|'''Finances tab''']]</U> of the related project.
+<span style="color:orange">'''Note:'''</span> If you are issuing a separate invoice for each project, you can do it directly from the <U>[[Project details, Finances tab#Invoice receivables|'''Finances tab''']]</U> of the related project.
 ==='''Invoice selected'''===
@@ Line 118: / Line 118: @@
 [[File:Client receivables export to Excel.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.
+<span style="color:orange">'''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.
 [[File:Redirect.jpg|40px|link=Clients receivables list]] Back to the '''table of contents'''.