Issue invoices - Revision history

Andrii at 15:24, 28 February 2023

2023-02-28T15:24:27Z

2023-02-28T14:55:28Z

2022-09-06T06:19:06Z

2022-07-27T11:10:28Z

2022-07-27T11:08:50Z

2020-05-28T12:30:33Z

2020-05-13T12:07:54Z

2020-05-12T10:13:19Z

2020-04-14T09:59:09Z

2019-03-18T08:39:21Z

@@ Line 11: / Line 11: @@
 [[File:Invoice selected.1.png|border|1000px]]
-.	The system will create the invoice. You can adjust '''<U>[[Taxes|taxes]]</U>''', discounts and markups if you want:
+.	The system will create the invoice. You can adjust '''<U>[[Taxes|taxes]]</U>''', discounts and '''<U>[[PDF templates#Client invoice PDF templates|markups]]</U>''' if you want:
-.	You may download the invoice PDF file generated by the system. Or you can send an email with invoice directly from the system by pressing the "'''Send'''" button:
+.	You may download the invoice PDF file generated by the system. Or you can send an email with invoice directly from the system by clicking the "'''Send'''" button:
-[[File:1 donload.png|border|300px]]
+[[File:Send invoice.1.png|border|350px]]
-You can also create vendor invoices in similar way '''(for Enterprise version)''': go to the
+You can also create vendor invoices in a similar way '''(for Enterprise version)''': go to the <U>[https://cloud.protemos.com/payable/index '''Vendor payables''']</U> page, select payables, and click the "'''Invoice selected'''" button.
 Your vendor will be notified about the invoice. Also, your vendors can create the invoices themselves if they wish.

@@ Line 4: / Line 4: @@
 '''To create and send an invoice to the client, you need to:'''
-.	Go to  the
+.	Go to  the <U>[https://cloud.protemos.com/project-receivable/index '''Client receivables''']</U> page, find receivables you need using
 <U>[[Clients receivables list#Search receivables with filters |''' Filters''']]</U>.
-.	Click the "'''Invoice selected'''" button:
+.	Select them and click the "'''Invoice selected'''" button:
-[[File:Invoice selectefd.png|border|380px]]
+[[File:Invoice selected.1.png|border|1000px]]
 .	The system will create the invoice. You can adjust '''<U>[[Taxes|taxes]]</U>''', discounts and markups if you want:

@@ Line 1: / Line 1: @@
-[[File:Redirect.jpg|40px|link=Quick start guide]] Back to the '''Quick Start Guide''' main page.
+[[File:Redirect.jpg|40px|link=Quick start guide to Protemos]] Back to the '''Quick Start Guide''' main page.
@@ Line 25: / Line 25: @@
 For more info on client or vendor invoices, please see our <U>[[Finances|''' wiki pages''']]</U> or a special video tutorial [[File:YT client.png|60px|link=https://youtu.be/z1brFAnfhDI]]
-[[File:Redirect.jpg|40px|link=Quick start guide]] Back to the '''Quick Start Guide''' main page.
+[[File:Redirect.jpg|40px|link=Quick start guide to Protemos]] Back to the '''Quick Start Guide''' main page.

@@ Line 5: / Line 5: @@
 .	Go to  the
-<span style="background-color:yellow"> <U>  [https://cloud.protemos.com/project-receivable/index '''Client receivables'''] </U> </span> page, select receivables you want using
+<span style="background-color:yellow"> <U>[https://cloud.protemos.com/project-receivable/index '''Client receivables''']</U></span> page, select receivables you want using
 <U>[[Clients receivables list#Search receivables with filters |''' Filters''']]</U>.
@@ Line 19: / Line 19: @@
 You can also create vendor invoices in similar way '''(for Enterprise version)''': go to the
-<span style="background-color:yellow"> <U>  [https://cloud.protemos.com/payable/index '''Vendor payables'''] </U></span> page
+<span style="background-color:yellow"> <U>  [https://cloud.protemos.com/payable/index '''Vendor payables''']</U></span> page, select payables, and click the "'''Invoice selected'''" button.
 Your vendor will be notified about the invoice. Also, your vendors can create the invoices themselves if they wish.
 For more info on client or vendor invoices, please see our <U>[[Finances|''' wiki pages''']]</U> or a special video tutorial [[File:YT client.png|60px|link=https://youtu.be/z1brFAnfhDI]]
 [[File:Redirect.jpg|40px|link=Quick start guide]] Back to the '''Quick Start Guide''' main page.

@@ Line 6: / Line 6: @@
 .	Go to  the
 <span style="background-color:yellow"> <U>  [https://cloud.protemos.com/project-receivable/index '''Client receivables'''] </U> </span> page, select receivables you want using
-<U> [[Clients receivables list#Search receivables with filters |''' Filters''']] </U> .
+<U>[[Clients receivables list#Search receivables with filters |''' Filters''']]</U>.
 .	Click the "'''Invoice selected'''" button:

← Older revision		Revision as of 12:30, 28 May 2020
Line 25:		Line 25:


−	For more info on client or vendor invoices, please see our <U>[[Finances\|''' wiki pages''']]</U> or a special video tutorial [[File:~~youtube~~.~~jpg~~\|~~40px~~\|link=https://youtu.be/z1brFAnfhDI]]	+	For more info on client or vendor invoices, please see our <U>[[Finances\|''' wiki pages''']]</U> or a special video tutorial [[File:YT client.png\|60px\|link=https://youtu.be/z1brFAnfhDI]]


	[[File:Redirect.jpg\|40px\|link=Quick start guide]] Back to the '''Quick Start Guide''' main page.		[[File:Redirect.jpg\|40px\|link=Quick start guide]] Back to the '''Quick Start Guide''' main page.

← Older revision		Revision as of 12:07, 13 May 2020
Line 25:		Line 25:


−	For more info on client or vendor invoices, please see our <U>[[Finances\|''' wiki pages''']]</U> or a special video tutorial [[File:youtube.jpg\|40px\|link=https://youtu.be/~~D93qR14VgWw~~]]	+	For more info on client or vendor invoices, please see our <U>[[Finances\|''' wiki pages''']]</U> or a special video tutorial [[File:youtube.jpg\|40px\|link=https://youtu.be/z1brFAnfhDI]]


	[[File:Redirect.jpg\|40px\|link=Quick start guide]] Back to the '''Quick Start Guide''' main page.		[[File:Redirect.jpg\|40px\|link=Quick start guide]] Back to the '''Quick Start Guide''' main page.

← Older revision		Revision as of 10:13, 12 May 2020
Line 25:		Line 25:


−	For more info on client or vendor invoices, please see our <U>[[Finances\|''' wiki pages''']]</U> or a special video tutorial [[File:youtube.jpg\|40px\|link=https://youtu.be/~~Op9ujwaGzqo~~]]	+	For more info on client or vendor invoices, please see our <U>[[Finances\|''' wiki pages''']]</U> or a special video tutorial [[File:youtube.jpg\|40px\|link=https://youtu.be/D93qR14VgWw]]


	[[File:Redirect.jpg\|40px\|link=Quick start guide]] Back to the '''Quick Start Guide''' main page.		[[File:Redirect.jpg\|40px\|link=Quick start guide]] Back to the '''Quick Start Guide''' main page.