Difference between revisions of "Create client payment"

From Protemos Wiki
Jump to: navigation, search
Line 8: Line 8:
 
It will open the  '''New payment from client''' page which is intended for recording the payment you received from the client.
 
It will open the  '''New payment from client''' page which is intended for recording the payment you received from the client.
  
−
First of all, you need to select the client from the list:
+
Select the client from the list, enter the required information and click the '''"Create"''' button:
  
−
[[File:New payment from client details.png|border|700px]]
+
[[File:1 client .png|border|400px]]
−
+
 
−
If the client pays in several currencies, you may also need to select the currency:
+
It will bring you to the newly created '''<U>[[Client payment view|payment page]]</U>''', where you can '''Download as PDF''', Update or Delete the payment:
 +
 
 +
[[File:The 2.png|border|1000px]]
  
−
Once the client and currency are selected, the system looks for the unpaid invoices and displays them in the '''Uncovered invoices''' section where you can select the invoices which have been paid by the client:
+
To cover the payment by invoices you need to scroll down and press the '''"Link invoices"''' button:
  
−
[[File:Cl payment uncovered inv section 1.png|border|1100px]]
+
[[File:Linked invoices 1.png|border|1000px]]
  
−
As you change the selection, the values of the following fields change accordingly:
 
  
−
[[File:Cl payment details linked value change.png|border|700px]]
 
 
   
 
   
−
*'''Amount due on linked invoices'''—this field shows the total amount in the invoiced you've linked with the payment.
 
  
−
*'''Amount'''—this field is intended for entering the actual payment amount. So, if it differs from '''Amount due on linked invoices''' you can edit it manually.
 
  
−
Having selected the invoices to be covered by this payment, press '''"Save"''' to record it:
 
  
−
[[File:Cl payment uncovered inv section.png|border|1100px]]
+
*'''Amount due on linked invoices'''—this field shows the total amount in the invoiced you've linked with the payment.
  
−
Pressing the '''"Save"''' button brings you to the newly created '''<U>[[Client payment view|payment page]]</U>'''.
+
*'''Amount'''—this field is intended for entering the actual payment amount. So, if it differs from '''Amount due on linked invoices''' you can edit it manually.

Revision as of 12:00, 10 March 2020

New payment from client page: http://cloud.protemos.com/client-payment/create

To start creating a payment, press the "New Payment" button:

1100px

It will open the New payment from client page which is intended for recording the payment you received from the client.

Select the client from the list, enter the required information and click the "Create" button:

1 client .png

It will bring you to the newly created payment page, where you can Download as PDF, Update or Delete the payment:

The 2.png

To cover the payment by invoices you need to scroll down and press the "Link invoices" button:

Linked invoices 1.png




  • Amount due on linked invoices—this field shows the total amount in the invoiced you've linked with the payment.
  • Amount—this field is intended for entering the actual payment amount. So, if it differs from Amount due on linked invoices you can edit it manually.
Retrieved from "https://wiki.protemos.com/index.php?title=Create_client_payment&oldid=16890"