Vendor payment view - Revision history

Andrii at 11:21, 4 September 2023

2023-09-04T11:21:35Z

Andrii: /* Linked invoices section */

2022-09-12T09:00:15Z

‎Linked invoices section

Andrii at 09:00, 12 September 2022

2022-09-12T09:00:01Z

Aleksandra.d: /* Messages */

2020-10-20T07:51:38Z

‎Messages

Aleksandra.d: /* Messages */

2020-10-19T11:30:40Z

‎Messages

Aleksandra.d: /* Messages */

2020-10-19T11:17:33Z

‎Messages

Aleksandra.d: /* Linked invoices section */

2020-10-19T07:32:56Z

‎Linked invoices section

Aleksandra.d at 13:07, 10 March 2020

2020-03-10T13:07:47Z

Aleksandra.d at 13:03, 10 March 2020

2020-03-10T13:03:40Z

Anatoly.k: /* Details section */

2019-09-11T11:56:48Z

‎Details section

← Older revision		Revision as of 11:21, 4 September 2023
Line 1:		Line 1:
		+	__FORCETOC__
		+
	On this page you can:		On this page you can:

@@ Line 23: / Line 23: @@
 =='''Linked invoices section'''==
-In this section you can unlink invoices from the payment by clicking '''"Unlink"''' button:
+In this section you can unlink invoices from the payment by clicking the '''"Unlink"''' button:
 [[File:28.png|border|700px]]

@@ Line 11: / Line 11: @@
 =='''Details section'''==
-Here you can update the payment details or delete it by pressing the corresponding buttons:
+Here you can update the payment details or delete it by clicking the corresponding buttons:
 [[File:27 .1.png|border|800px]]
@@ Line 23: / Line 23: @@
 =='''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:28.png|border|700px]]
@@ Line 37: / Line 37: @@
 In the '''Messages''' field you can communicate with a respective vendor '''(if they use the Vendor 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 49: / Line 49: @@
 [[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.

← Older revision		Revision as of 07:51, 20 October 2020
Line 52:		Line 52:


−	<span style="color:blue">'''Tip:''' </span> If your vendor cannot log in to the system ~~'''(and you do not plan allow them to use the Vendor Portal)'''~~, you can use the '''"Messages"''' field as an option to leave notes or anything you need.	+	<span style="color:blue">'''Tip:''' </span> If your vendor 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 vendors on other objects. Please check the <U>'''[[Messages\|"Messages"]]'''</U> page for more details.		You also can communicate with vendors on other objects. Please check the <U>'''[[Messages\|"Messages"]]'''</U> page for more details.

@@ Line 35: / Line 35: @@
 =='''Messages'''==
-In the '''Messages''' field you can communicate with a respective vendor (if they use the Vendor Portal and can log in to the system).
+In the '''Messages''' field you can communicate with a respective vendor '''(if they use the Vendor Portal and can log in to the system)'''.
 Enter your message and press the '''"Send"''' button:
@@ Line 50: / Line 50: @@
 By pressing '''"Reply to this message"''', you will be redirected to the '''"Messages"''' field of the respective payment.

@@ Line 41: / Line 41: @@
 [[File:Payment client message.png|border|500px]]
-Both you and a vendor will get emails once the message is sent.
+A vendor will get an email when a message is sent to them.
 You can read the message and reply straight from the email:

← Older revision		Revision as of 07:32, 19 October 2020
Line 32:		Line 32:

	By clicking this button, you can link invoices with the same '''Currency''' and '''Legal entity''' to the payment.		By clicking this button, you can link invoices with the same '''Currency''' and '''Legal entity''' to the payment.
		+
		+	=='''Messages'''==
		+
		+	In the '''Messages''' field you can communicate with a respective vendor (if they use the Vendor Portal and can log in to the system).
		+
		+	Enter your message and press the '''"Send"''' button:
		+
		+	[[File:Payment client message.png\|border\|500px]]
		+
		+	Both you and a vendor will get emails once the message is sent.
		+
		+	You can read the message and reply straight from the email:
		+
		+	[[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.

@@ Line 1: / Line 1: @@
 On this page you can:
--	View the payment details.
+—View the payment details.
--	Delete or update 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: @@
 Here you can update the payment details or delete it by pressing the corresponding buttons:
-[[File:27 .1.png|border|900px]]
+[[File:27 .1.png|border|800px]]
-*'''Delete'''—deletes the payment.
+*'''Download as PDF'''—downloads the payment details.
-*'''Update'''—opens the '''<u>[[ Update vendor payment| Update payment]]</u>''' page where you can change the payment details.
+*'''Update'''—opens the '''<u>[[Update vendor payment| Update payment]]</u>''' page where you can change the payment details.
 =='''Linked invoices section'''==
-In this section you can unlink invoices from the payment by pressing '''"Unlink"''' in the corresponding row:
+In this section you can unlink invoices from the payment by pressing '''"Unlink"''' button:
-[[File:VP Unlink invoice.png|border|1000px]]
+[[File:28.png|border|700px]]
-=='''Uncovered invoices with the same currency section'''==
+If the payment covered not fully, you will have the '''"Link invoices"''' button:
-Here you can see the list of all uncovered invoices with the same currency for the vendor, and link the ones you need to the payment by pressing the '''"Link"''' button:
+[[File:29.png|border|850px]]
-[[File:VP Uncovered section.png|border|1000px]]
+By clicking this button, you can link invoices with the same '''Currency''' and '''Legal entity''' to the payment.