Difference between revisions of "Recording payments"
From Protemos Wiki
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When your client pays to you, you may record the payment in Protemos and link it with the invoice to remember that the invoice has been paid. | When your client pays to you, you may record the payment in Protemos and link it with the invoice to remember that the invoice has been paid. | ||
| − | 1. Go to <U> [https://cloud.protemos.com/client-payment/index'''Client Payments'''] </U> page | + | 1. Go to <U> [https://cloud.protemos.com/client-payment/index'''Client Payments'''] </U> page. |
| − | 2. Click <U> [https://cloud.protemos.com/client-payment/create'''New Payment'''] </U> | + | 2. Click <U> [https://cloud.protemos.com/client-payment/create'''New Payment'''] </U>. |
3. Select the client, enter paid amount and select which invoices have been paid in the bottom of the page. | 3. Select the client, enter paid amount and select which invoices have been paid in the bottom of the page. | ||
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| − | 1. Go to <U> [https://cloud.protemos.com/vendor-payment/index'''Vendor Payments'''] </U> page | + | 1. Go to <U> [https://cloud.protemos.com/vendor-payment/index'''Vendor Payments'''] </U> page. |
| − | 2. Click <U> [https://cloud.protemos.com/vendor-payment/create'''New Payment'''] </U> | + | 2. Click <U> [https://cloud.protemos.com/vendor-payment/create'''New Payment'''] </U>. |
3. Select the vendor, enter paid amount and select which invoices have been paid in the bottom of the page. | 3. Select the vendor, enter paid amount and select which invoices have been paid in the bottom of the page. | ||
Revision as of 13:30, 25 July 2017
Back to the Quick Start Guide main page
When your client pays to you, you may record the payment in Protemos and link it with the invoice to remember that the invoice has been paid.
1. Go to Client Payments page.
2. Click New Payment .
3. Select the client, enter paid amount and select which invoices have been paid in the bottom of the page.
When you pay to your vendors, you may record such payments too:
1. Go to Vendor Payments page.
2. Click New Payment .
3. Select the vendor, enter paid amount and select which invoices have been paid in the bottom of the page.
4. Your vendor will get email notification about the payment.
For more info on clients, please see our wiki pages .
