Difference between revisions of "Client invoices list"
(→Opening invoices, linked payments and client profiles) |
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To start creating an invoice, click the “'''New Invoice'''” button: | To start creating an invoice, click the “'''New Invoice'''” button: | ||
| − | + | [[File:New Invoice button.png]] | |
| − | Search invoices with filters | + | The system will bring you to <u>[[Clients receivables list|Clients receivables page]]</u>, where you'll be able to select the receivables, create the invoices. |
| + | |||
| + | =='''Search invoices with filters'''== | ||
By default, you can see all the invoices in your database, 50 per page. | By default, you can see all the invoices in your database, 50 per page. | ||
| Line 25: | Line 27: | ||
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. | ||
| − | You can hide or display filter fields by pressing the | + | You can hide or display filter fields by pressing the [[File:G_Button.png]] button in the upper right corner: |
| + | |||
| + | [[File:CIL Search invoices with filters G.png]] | ||
So you can enter the data into the appropriate fields and press “'''Apply'''” button, see example: | So you can enter the data into the appropriate fields and press “'''Apply'''” button, see example: | ||
| + | |||
| + | [[File:CIL Search invoices with filters R.png]] | ||
As you can see, the filter header turns red. It means that the filter is applied. | As you can see, the filter header turns red. It means that the filter is applied. | ||
| − | You may collapse (hide) the filter interface by pressing the button. | + | You may collapse (hide) the filter interface by pressing the [[File:R_Button.png]] button. |
Please remember the collapsed filter remains activated, and it is clearly indicated by the red color. | Please remember the collapsed filter remains activated, and it is clearly indicated by the red color. | ||
| − | You can expand the collapsed filter back by pressing again. | + | You can expand the collapsed filter back by pressing [[File:R_Button.png]] again. |
Please note that the applied filter is remembered, so it will remain even if you leave the page. | Please note that the applied filter is remembered, so it will remain even if you leave the page. | ||
Revision as of 03:05, 6 January 2017
Client invoices page: http://cloud.protemos.com/client-invoice/index
On this page, you can:
- Start creating new invoice
- View the list of all invoices you have issued for the customers
- Search the invoices with filters
- Quickly open invoices, linked payments and client profiles
Contents
Invoice creation
To start creating an invoice, click the “New Invoice” button:
The system will bring you to Clients receivables page, where you'll be able to select the receivables, create the invoices.
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 pressing the File:G Button.png button in the upper right corner:
File:CIL Search invoices with filters G.png
So you can enter the data into the appropriate fields and press “Apply” button, see example:
File:CIL Search invoices with filters R.png
As you can see, the filter header turns red. It means that the filter is applied.
You may collapse (hide) the filter interface by pressing the File:R Button.png button.
Please remember the collapsed filter remains activated, and it is clearly indicated by the red color.
You can expand the collapsed filter back by pressing File:R Button.png again.
Please note that the applied filter is remembered, so it will remain even if you leave the page.
To inactivate the filter, press “Clear” button. The header color will turn to gray, which means that no filter is currently applied.
Client invoices filters
Code — displays the invoices with the code containing the specified symbols combination.
Creation date — displays the invoices created within the specified dates range.
Due date — displays the invoices with the due date within the specified dates range.
Client — displays the invoices of a certain client.
Not sent — displays the invoices which have not been sent.
No linked payments — displays the invoices which have no linked payments.
Not fully covered — displays the invoices which are not fully covered by payments.
Opening invoices, linked payments and client profiles
You can click items in the tables to open corresponding pages:
Invoice — clicking the item opens invoice view page.
Linked payments — clicking the item opens the pages of the linked payments (if they exist).
Client — clicking the item opens corresponding client profile.
Tip: Protemos supports multiple windows. So you may open the link in the new window by holding "Shift" button while clicking.
Export to Excel
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:
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.
