Difference between revisions of "Client invoices list"

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(→‎Export to Excel)
(→‎Open invoices, linked payments and client profiles)
 
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''Client invoices page: [http://cloud.protemos.com/client-invoice/index/ http://cloud.protemos.com/client-invoice/index]''
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__FORCETOC__
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''Client invoices page: [http://cloud.protemos.com/client-invoice/index/ cloud.protemos.com/client-invoice/index]''
 
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On this page you can:
  
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— View the list of all invoices you have issued for the customers.
  
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On this page, you can:
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— Search invoices with filters.
  
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- View the list of all invoices you have issued for the customers
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— Open invoices, linked payments, and client profiles.
  
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- Search the invoices with filters
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— Cover invoices by payments.
  
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- Quickly open invoices, linked payments and client profiles
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— Export the list of invoices to Excel and download every invoice as a PDF file.
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-      Export the list of all invoices to Excel
 
  
 
=='''Search invoices with filters'''==
 
=='''Search invoices with filters'''==
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If you want to hide or display some invoices from the list, you may apply filters.  
 
If you want to hide or display some invoices from the list, you may apply filters.  
  
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You can hide or display filter fields by pressing the [[File:filter arrow gray.jpg|border|25px]] button in the upper right corner:  
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You can hide or display filter fields by clicking the [[File:filter arrow gray.jpg|border|25px]] button in the upper right corner:  
  
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[[File:Filter for clients invoices.png|border|900px]]
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[[File:Client invoices filter.png|border|1000px]]
 
   
 
   
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So you can enter the data into the appropriate fields and press the "'''Apply'''" button, see example:
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So you can enter the data into the appropriate fields and click the '''"Apply"'''.
  
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[[File:Filter for clients invoices-2.png|border|900px]]
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If the filter is applied, the header turns blue:
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As you can see, the filter header turns blue. It means that the filter is applied.
 
  
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You may collapse (hide) the filter interface by pressing the [[File:Blue arrow.jpg|border|25px]] button.
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[[File:14.png|border|900px]]  
  
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Please remember the collapsed filter remains activated, and it is clearly indicated by the blue color.  
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You may hide the filter interface by clicking the [[File:Blue arrow.jpg|border|25px]] button.  
  
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You can expand the collapsed filter back by pressing [[File:Blue arrow.jpg|border|25px]] again.
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<span style="color:red">'''Note''':</span>  The hidden filter remains activated.
  
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Please note that the applied filter is remembered, so it will remain even if you leave the page.  
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You can expand the hidden filter back by clicking [[File:Blue arrow.jpg|border|25px]] again.
  
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To inactivate the filter, press "'''Clear'''" button. The header color will turn to gray, which means that no filter is currently applied.
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<span style="color:red">'''Note''':</span>  The applied filter is remembered, so it will remain even if you leave the page.  
  
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=='''Client invoices filters'''==
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To inactivate the filter, click the '''"Clear"''' button.
  
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*'''Code''' — displays only the invoices with the code containing the specified symbols combination.
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The header color will turn to gray, which means that no filter is not applied:
  
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*'''Creation date''' — displays only the invoices created within the specified date range.  
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[[File:S1.png|border|900px]]
  
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*'''Due date''' — displays only the invoices with the due date within the specified date range.
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=='''Open invoices, linked payments and client profiles'''==
  
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*'''Created by''' — displays only the invoices created by a certain manager.
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You can click items in the table to open corresponding pages:
  
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*'''Client''' — displays only the invoices of a certain client.
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[[File:Client invoices items.png|border|1100px]]
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*'''Invoice''' — click the code you need to open the invoice page.
  
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*'''Overdue''' — displays only the invoices which are overdue or not in accordance with the filter value applied (Yes, No).
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*'''Linked payments''' — clicking the payment (if added) code opens the linked payment page.
  
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*'''Has linked payments''' — displays only the invoices with or without linked payments according to the filter value applied (Yes, No).
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*'''Client''' — click the required client name to open the client profile.
  
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*'''Fully covered''' — displays only the fully covered or partially/not covered invoices in accordance with the filter value applied (Yes, No).
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<span style="color:#008B8B>'''Tip:''' Protemos supports multiple windows. So you may open the link in the new window by holding '''"Shift"''' button when clicking.</span>
  
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*'''Is sent''' — displays only the invoices which have been sent or have not been sent according to the filter value applied (Yes, No).
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=='''Cover invoices by payments'''==
  
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=='''Opening invoices, linked payments and client profiles'''==
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You can cover all invoices or only selected ones by payments by clicking the corresponding buttons:
  
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You can click items in the tables to open corresponding pages:  
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[[File:Cover client invoices1.png|border|1000px]]
  
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[[File:Client invoices list.png|border|1000px]]
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To cover several invoices by payments, tick the needed ones and click "Cover selected by payments":
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'''Invoice''' - clicking the item opens invoice view page.
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[[File:Client selected invoices1.png|border|1000px]]
  
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'''Linked payments''' - clicking the item opens the pages of the linked payments (if they exist).
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A notification about payments creation will be displayed, and created payments will appear in the "Linked payments" column:
  
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'''Client''' - clicking the item opens corresponding client profile.
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[[File:Payments created.png|border|1000px]]
  
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<span style="color:#008B8B>'''Tip''': Protemos supports multiple windows. So you may open the link in the new window by holding "'''Shift'''" button while clicking.</span>
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::<span style="color:red">'''Note:'''</span> if you click "Cover all by payments", all filtered invoices will be covered by payments.
  
 
=='''Export to Excel'''==
 
=='''Export to Excel'''==
  
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You can export all the displayed table of client invoices to Excel by pressing the "'''Export to Excel'''" button over the upper right corner of the table.
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You can export the displayed table of client invoices to Excel by clicking the '''"Export to Excel"''' button over the upper right corner of the table.
  
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Also, you may download the necessary invoice using the appropriate button beside the invoice:
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You may also download the necessary invoice by clicking the '''"Download"''' button in the corresponding row:
  
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[[File:Export client data.png|border|900px]]
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[[File:Client invoices export.png|border|1100px]]
 
   
 
   
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<span style="color:#DC143C">'''Note''': 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>
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<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.

Latest revision as of 16:09, 7 September 2022

Client invoices page: cloud.protemos.com/client-invoice/index

On this page you can:

— View the list of all invoices you have issued for the customers.

— Search invoices with filters.

— Open invoices, linked payments, and client profiles.

— Cover invoices by payments.

— Export the list of invoices to Excel and download every invoice as a PDF file.

Search invoices with filters

By default, you can see all the invoices in your database, 50 per page.

If you want to hide or display some invoices from the list, you may apply filters.

You can hide or display filter fields by clicking the Filter arrow gray.jpg button in the upper right corner:

Client invoices filter.png

So you can enter the data into the appropriate fields and click the "Apply".

If the filter is applied, the header turns blue:

14.png

You may hide the filter interface by clicking the Blue arrow.jpg button.

Note: The hidden filter remains activated.

You can expand the hidden filter back by clicking Blue arrow.jpg again.

Note: The applied filter is remembered, so it will remain even if you leave the page.

To inactivate the filter, click the "Clear" button.

The header color will turn to gray, which means that no filter is not applied:

S1.png

Open invoices, linked payments and client profiles

You can click items in the table to open corresponding pages:

Client invoices items.png

  • Invoice — click the code you need to open the invoice page.
  • Linked payments — clicking the payment (if added) code opens the linked payment page.
  • Client — click the required client name to open the client profile.

Tip: Protemos supports multiple windows. So you may open the link in the new window by holding "Shift" button when clicking.

Cover invoices by payments

You can cover all invoices or only selected ones by payments by clicking the corresponding buttons:

Cover client invoices1.png

To cover several invoices by payments, tick the needed ones and click "Cover selected by payments":

Client selected invoices1.png

A notification about payments creation will be displayed, and created payments will appear in the "Linked payments" column:

Payments created.png

Note: if you click "Cover all by payments", all filtered invoices will be covered by payments.

Export to Excel

You can export the displayed table of client invoices to Excel by clicking the "Export to Excel" button over the upper right corner of the table.

You may also download the necessary invoice by clicking the "Download" button in the corresponding row:

Client invoices export.png

Note: The exported file will contain the filtered records from all the pages of the table, not just the ones displayed on the first page.

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