Difference between revisions of "Client payments list"

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(→‎Opening payments, linked invoices and client profiles)
(→‎Open payments, linked invoices and client profiles)
 
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''Client payments list page: [http://cloud.protemos.com/client-payment/index/ http://cloud.protemos.com/client-payment/index]''
 
''Client payments list page: [http://cloud.protemos.com/client-payment/index/ http://cloud.protemos.com/client-payment/index]''
 
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 +
On this page you can:
  
 +
— Record payments received from the clients.
  
 +
— View the list of all the payments you have received from clients.
  
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On this page, you can:
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— Search payments with filters.
  
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- Record payments received from the clients
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— Open payments, linked invoices, and client profiles.
  
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- View the list of all payments you have received from customers
+
— Import payments received from the clients from Excel.
  
−
- Search the payments with filters
+
— Export all the displayed table of client payments to Excel.
  
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- Quickly open payments, linked invoices and client profiles
+
=='''Create payments'''==
  
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=='''Creating payments'''==
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To start creating a payment, please go to '''Clients → Payments''':
  
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To start creating the payment, press the “'''New Payment'''” button:
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[[File:Paym11.png|border|100px]]
 +
 
 +
And click the '''"New Payment"''' button:
 +
 
 +
[[File:3pn.png|border|900px]]
 
   
 
   
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It will open <u>[[Client payment creation|Client payment creation page]]</u>.
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It will open the  '''<u>[[Create client payment|New payment from client]]</u>''' page.
  
 
=='''Search payments with filters'''==
 
=='''Search payments with filters'''==
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If you want to hide or display some payments from the list, you may apply filters.  
 
If you want to hide or display some payments from the list, you may apply filters.  
  
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You can hide or display filter fields by pressing the [[File:G_Button.png]] 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:CPL Search payments with filters G.png]]
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So you can enter the data into the appropriate fields and click '''"Apply"''' button:  
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So you can enter the data into the appropriate fields and press “'''Apply'''” button, see example:
 
  
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[[File:CPL Search payments with filters R.png]]
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[[File:Cl payment filter.png|border|900px]]
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As you can see, the filter header turns red. It means that the filter is applied.
 
  
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You may collapse (hide) the filter interface by pressing the [[File:R_Button.png]] button.
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If the filter is applied, the header turns blue:
  
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Please remember the collapsed filter remains activated, and it is clearly indicated by the red color.  
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[[File:14.png|border|900px]]
  
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You can expand the collapsed filter back by pressing [[File:R_Button.png]] again.
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You may hide the filter interface by clicking the [[File:Blue arrow.jpg|border|25px]] button.  
  
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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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<span style="color:red">'''Note''':</span> The hidden filter remains activated.
  
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To inactivate the filter, press “'''Clear'''” button.  
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You can expand the hidden filter back by clicking [[File:Blue arrow.jpg|border|25px]] again.
  
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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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=='''Description of the fields in the client payment filters'''==
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To inactivate the filter, click the '''"Clear"''' button.
  
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'''Code''' — displays the payments 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 the payments created within the specified dates range.
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[[File:S1.png|border|900px]]
  
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'''Paid at date''' — displays the payments received within the specified dates range.
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=='''Open payments, linked invoices and client profiles'''==
  
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'''Client''' — displays the payments from the specified client.
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You can click items in the tables to open corresponding pages:
  
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'''No linked invoices''' — displays the payments which have no linked invoices.
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[[File:16.png|border|900px]]
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 +
*'''Payment''' — click the required code to open the payment page.
  
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'''Not fully covered''' — displays the payments which are not fully covered with invoices.
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*'''Linked invoices''' — click the required (if added) code to open the linked invoice page.
  
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=='''Opening payments, linked invoices and client profiles'''==
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*'''Client''' — click the required client name to open the client profile.
  
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You can click items in the tables to open corresponding pages:
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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 the '''"Shift"''' button while clicking.</span>
  
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[[File:CPL Opening payments, linked invoices and client profiles.png]]
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=='''Export to Excel'''==
−
 
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Payment item opens payment view page.
 
  
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Linked invoices item opens the pages of the linked invoices (if they exist).
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You can export all the displayed table of client payments to Excel by clicking the '''"Export to Excel"''' button over the upper right corner of the table:
  
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Client item opens corresponding client profile.
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[[File:Export 17.png|border|900px]]
 +
 +
<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.
  
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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 the “'''Shift'''” button while clicking.</span>
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=='''Import from Excel'''==
  
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=='''Export to Excel'''==
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You can '''[[Import clients from Excel#Import clients' payments|import clients' payments from Excel]]''' by clicking the '''"Import from Excel"''' button over the upper right corner of the table:
  
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You can export all the displayed table of client payments to Excel by pressing the “'''Export to Excel'''” button over the upper right corner of the table:
+
[[File:Import 17.png|border|900px]]
−
 
−
<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>
 

Latest revision as of 16:11, 7 September 2022

Client payments list page: http://cloud.protemos.com/client-payment/index

On this page you can:

— Record payments received from the clients.

— View the list of all the payments you have received from clients.

— Search payments with filters.

— Open payments, linked invoices, and client profiles.

— Import payments received from the clients from Excel.

— Export all the displayed table of client payments to Excel.

Create payments

To start creating a payment, please go to Clients → Payments:

Paym11.png

And click the "New Payment" button:

3pn.png

It will open the New payment from client page.

Search payments with filters

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

If you want to hide or display some payments 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.

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

Cl payment filter.png

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 payments, linked invoices and client profiles

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

16.png

  • Payment — click the required code to open the payment page.
  • Linked invoices — click the required (if added) code to open the linked invoice 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 the "Shift" button while clicking.

Export to Excel

You can export all the displayed table of client payments to Excel by clicking the "Export to Excel" button over the upper right corner of the table:

Export 17.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.

Import from Excel

You can import clients' payments from Excel by clicking the "Import from Excel" button over the upper right corner of the table:

Import 17.png

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