Difference between revisions of "Client payments list"
Aleksandra.d (talk | contribs) (→Description of the fields in the client payment filters) |
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[[File:Paym11.png|border|100px]] | [[File:Paym11.png|border|100px]] | ||
| − | And | + | And click the '''"New Payment"''' button: |
[[File:3pn.png|border|900px]] | [[File:3pn.png|border|900px]] | ||
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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. | ||
| − | You can hide or display filter fields by | + | You can hide or display filter fields by clicking the [[File:filter arrow gray.jpg|border|25px]] button in the upper right corner. |
| − | So you can enter the data into the appropriate fields and | + | So you can enter the data into the appropriate fields and click '''"Apply"''' button: |
[[File:Cl payment filter.png|border|900px]] | [[File:Cl payment filter.png|border|900px]] | ||
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[[File:14.png|border|900px]] | [[File:14.png|border|900px]] | ||
| − | You may hide the filter interface by | + | You may hide the filter interface by clicking the [[File:Blue arrow.jpg|border|25px]] button. |
<span style="color:red">'''Note''':</span> The hidden filter remains activated. | <span style="color:red">'''Note''':</span> The hidden filter remains activated. | ||
| − | You can expand the hidden filter back by | + | You can expand the hidden filter back by clicking [[File:Blue arrow.jpg|border|25px]] again. |
<span style="color:red">'''Note''':</span> The applied filter is remembered, so it will remain even if you leave the page. | <span style="color:red">'''Note''':</span> The applied filter is remembered, so it will remain even if you leave the page. | ||
| − | To inactivate the filter, | + | To inactivate the filter, click the '''"Clear"''' button. |
The header color will turn to gray, which means that no filter is not applied: | The header color will turn to gray, which means that no filter is not applied: | ||
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[[File:16.png|border|900px]] | [[File:16.png|border|900px]] | ||
| − | *'''Payment''' | + | *'''Payment''' — click the required code to open the payment page. |
| − | *'''Linked invoices''' | + | *'''Linked invoices''' — click the required (if added) code to open the linked invoice page. |
| − | *'''Client''' | + | *'''Client''' — click the required client name to open the client profile. |
<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> | <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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=='''Export to Excel'''== | =='''Export to Excel'''== | ||
| − | You can export all the displayed table of client payments to Excel by | + | 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: |
[[File:Export 17.png|border|900px]] | [[File:Export 17.png|border|900px]] | ||
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=='''Import from Excel'''== | =='''Import from Excel'''== | ||
| − | You can '''[[Import clients from Excel#Import clients' payments|import clients' payments from Excel]]''' by | + | 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: |
[[File:Import 17.png|border|900px]] | [[File:Import 17.png|border|900px]] | ||
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.
Contents
Create payments
To start creating a payment, please go to Clients → Payments:
And click the "New Payment" button:
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 
button in the upper right corner.
So you can enter the data into the appropriate fields and click "Apply" button:
If the filter is applied, the header turns blue:
You may hide the filter interface by clicking the 
button.
Note: The hidden filter remains activated.
You can expand the hidden filter back by clicking 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:
Open payments, linked invoices and client profiles
You can click items in the tables to open corresponding pages:
- 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:
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:
