Difference between revisions of "Create client payment"

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''Create client payment page: [http://cloud.protemos.com/client-payment/create/ http://cloud.protemos.com/client-payment/create]''
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''New payment from client page: [http://cloud.protemos.com/client-payment/create/ http://cloud.protemos.com/client-payment/create]''
 
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To start creating a payment, press the '''"New Payment"''' button:
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To start creating a payment, please go to '''Clients → Payments''':
  
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[[file:Client payments new  button.png|border|1100px]]
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[[File:Paym11.png|border|100px]]
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And then click the '''"New Payment"''' button:
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[[File:3pn.png|border|900px]]
  
 
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.
  
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First of all, you need to select the client from the list:
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Select the client from the list, enter the required information and click the '''"Create"''' button:
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[[File:1 client .png|border|400px]]
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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:
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[[File:The 2.png|border|900px]]
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=='''Link invoices'''==
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To cover the payment by invoices you need to scroll down  to the '''Linked invoices''' section and click the '''"Link invoices"''' button:
  
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[[File:New payment from client details.png|border|700px]]
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[[File:Linked invoices 1.png|border|900px]]
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If the client pays in several currencies, you may also need to select the currency:
 
  
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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:
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It will open the '''Payment details''' and '''Unliked invoices''' sections. To cover the payment by invoices choose the respective one and click the '''"Link"''' button:
  
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[[File:Cl payment uncovered inv section 1.png|border|1100px]]
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[[File:Paym 4.png|border|400px]]
  
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As you change the selection, the values of the following fields change accordingly:
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[[File:5.png|border|800px]]
  
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[[File:Cl payment details linked value change.png|border|700px]]
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<span style="color:red">'''Note:'''</span style> Only invoices with the matched '''currency''' and '''legal entity''' can be linked to the payment.
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*'''Amount due on linked invoices'''—this field shows the total amount in the invoiced you've linked with the payment.
 
  
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*'''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.
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The '''Payment''' page will look like the following:
  
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Having selected the invoices to be covered by this payment, press '''"Save"''' to record it:
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[[File:6s.png|border|900px]]
  
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[[File:Cl payment uncovered inv section.png|border|1100px]]
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If you want to unlink the invoice, click the '''"Unlink"''' button:
  
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Pressing the '''"Save"'''" button brings you to the newly created '''<U>[[Client payment view|payment page]]</U>'''.
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[[File:7.png|border|900px]]

Latest revision as of 11:25, 13 November 2023

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

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

Paym11.png

And then click the "New Payment" button:

3pn.png

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

Link invoices

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

Linked invoices 1.png

It will open the Payment details and Unliked invoices sections. To cover the payment by invoices choose the respective one and click the "Link" button:

Paym 4.png

5.png

Note: Only invoices with the matched currency and legal entity can be linked to the payment.

The Payment page will look like the following:

6s.png

If you want to unlink the invoice, click the "Unlink" button:

7.png

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