Difference between revisions of "Client payments list"

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(→‎Description of the fields in the client payment filters)
(→‎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.
  
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— 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.
+
— Open payments, linked invoices, and client profiles.
  
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- View the list of all the payments you have received from customers.
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— Import payments received from the clients from Excel.
  
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- Search payments with filters.
+
— Export all the displayed table of client payments to Excel.  
  
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- Open payments, linked invoices, and client profiles.
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=='''Create payments'''==
  
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-        Export all the displayed table of client payments to Excel.
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To start creating a payment, please go to '''Clients → Payments''':
  
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=='''Create payments'''==
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[[File:Paym11.png|border|100px]]
  
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To start creating a payment, press the "'''New Payment'''" button:
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And click the '''"New Payment"''' button:
  
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[[file:Client payments new  button.png|border|1100px]]
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[[File:3pn.png|border|900px]]
 
   
 
   
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It will open the  '''<u>[[Client payment creation|New payment from client]]</u>''' page.
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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: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:Client payments list filter empty.png|border|1200px]]
 
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So you can enter the data into the appropriate fields and press '''"Apply"''' button, please see the example below:
 
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[[File:Client payments list filter applied.png|border|1200px]]
 
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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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Please remember the collapsed filter remains activated, and it is clearly indicated by the red color.  
 
  
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You can expand the collapsed filter back by pressing [[File:Blue arrow.jpg|border|25px]] again.
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So you can enter the data into the appropriate fields and click '''"Apply"''' 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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[[File:Cl payment filter.png|border|900px]]
  
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To inactivate the filter, press the '''"Clear"''' button.
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If the filter is applied, the header turns blue:
  
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The header color will turn to gray, which means that no filter is currently applied.
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[[File:14.png|border|900px]]
  
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=='''Description of the fields in the client payment filters'''==
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You may hide the filter interface by clicking the [[File:Blue arrow.jpg|border|25px]] button.
  
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*'''Code''' — displays only the payments with the code containing the specified symbols combination.
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<span style="color:red">'''Note''':</span> The hidden filter remains activated.
  
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*'''Client''' — displays only the payments from the specified client.
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You can expand the hidden filter back by clicking [[File:Blue arrow.jpg|border|25px]] again.
  
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*'''Note'''—displays only the invoices with notes containing the specified symbols combination.
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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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*'''Creation date''' — displays only the payments created within the specified date range.
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To inactivate the filter, click the '''"Clear"''' button.  
  
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*'''Paid at date''' — displays only the payments received within the specified date range.
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The header color will turn to gray, which means that no filter is not applied:
  
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*'''Has linked invoices''' — displays only the payments which have or have no linked invoices in accordance with the filter value applied (Yes, No).
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[[File:S1.png|border|900px]]
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*'''Is fully covered''' — displays only the payments which are fully or partially covered\uncovered with invoices in accordance with the filter value applied (Yes, No).
 
  
 
=='''Open payments, linked invoices and client profiles'''==
 
=='''Open payments, linked invoices and client profiles'''==
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You can click items in the tables to open corresponding pages:  
 
You can click items in the tables to open corresponding pages:  
  
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[[File:CPL items opening.jpg|border|1000px]]
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[[File:16.png|border|900px]]
 
   
 
   
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Payment item opens payment view page.
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*'''Payment''' — click the  required code to open the payment page.
  
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Linked invoices item opens the pages of the linked invoices (if they exist).
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*'''Linked invoices''' — click the required (if added) code to open the linked invoice page.
  
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Client item opens corresponding client profile.
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*'''Client''' — click the required client name to open the client profile.
  
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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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<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>
  
 
=='''Export to Excel'''==
 
=='''Export to Excel'''==
  
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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:
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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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[[File:Client payments export to Excel.png|border|1100px]]
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[[File:Export 17.png|border|900px]]
 
   
 
   
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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.
 +
 
 +
=='''Import from 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:
 +
 
 +
[[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.

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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