Difference between revisions of "Client payments list"

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(→‎Export to Excel)
(→‎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]''
 
----
 
----
 +
On this page you can:
  
 +
— Record payments received from the clients.
  
 +
— View the list of all the payments you have received from clients.
  
−
On this page you can:
+
— Search payments with filters.
  
−
—Record payments received from the clients.
+
— Open payments, linked invoices, and client profiles.
  
−
—View the list of all the payments you have received from clients.
+
— Import payments received from the clients from Excel.
  
−
—Search payments with filters.
+
— Export all the displayed table of client payments to Excel.  
  
−
—Open payments, linked invoices, and client profiles.
+
=='''Create payments'''==
  
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—Import payments received from the clients from Excel.
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To start creating a payment, please go to '''Clients → Payments''':
  
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—Export all the displayed table of client payments to Excel.  
+
[[File:Paym11.png|border|100px]]
  
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=='''Create payments'''==
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And click the '''"New Payment"''' button:
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To start creating a payment, press 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.  
  
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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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So you can enter the data into the appropriate fields and press '''"Apply"''' button:  
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So you can enter the data into the appropriate fields and click '''"Apply"''' button:  
  
−
[[File:13.png|border|900px]]
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[[File:Cl payment filter.png|border|900px]]
  
 
If the filter  is applied, the header turns blue:
 
If the filter  is applied, the header turns blue:
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[[File:14.png|border|900px]]  
 
[[File:14.png|border|900px]]  
  
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You may hide the filter interface by pressing the [[File:Blue arrow.jpg|border|25px]] button.  
+
You may hide the filter interface by clicking the [[File:Blue arrow.jpg|border|25px]] button.  
  
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<span style>="color:red">'''Note'''</span style>: The hidden filter remains activated.
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<span style="color:red">'''Note''':</span> The hidden filter remains activated.
  
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You can expand the hidden filter back by pressing [[File:Blue arrow.jpg|border|25px]] again.
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You can expand the hidden filter back by clicking [[File:Blue arrow.jpg|border|25px]] again.
  
−
<span style>="color:red">'''Note'''</span style>: 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 applied filter is remembered, so it will remain even if you leave the page.  
  
−
To inactivate the filter, press the '''"Clear"''' button.  
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To inactivate the filter, click the '''"Clear"''' button.  
  
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The header color will turn to gray, which means that no filter is currently applied:
+
The header color will turn to gray, which means that no filter is not applied:
  
−
[[File:15.png|border|900px]]
+
[[File:S1.png|border|900px]]
−
 
 
−
=='''Description of the fields in the client payment filters'''==
 
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*'''Code'''—displays only the payments with the code containing the specified symbols' combination.
 
−
 
 
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*'''Legal entity'''—displays only the payment with the specified legal entity.
 
−
 
 
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*'''Client'''—displays only the payments from the specified client.
 
−
 
 
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*'''Note'''—displays only the payments with notes containing the specified symbols' combination.
 
−
 
 
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*'''Creation date'''—displays only the payments created within the specified date range.
 
−
 
 
−
*'''Paid at date'''—displays only the payments received within the specified date range.
 
−
 
 
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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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*'''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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[[File:16.png|border|900px]]
 
[[File:16.png|border|900px]]
 
   
 
   
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*'''Payment'''—click the code you need to open the payment page.
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*'''Payment''' — click the required code to open the payment page.
  
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*'''Linked invoices'''—clicking the invoice (if added) code opens the linked invoice page.
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*'''Linked invoices''' — click the required (if added) code to open the linked invoice page.
  
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*'''Client'''—click the required client name to open the client profile.
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*'''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 pressing the '''"Export to Excel"''' button over the upper right corner of the table:
+
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]]
 
   
 
   
 
<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.
 
<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'''==
 +
 +
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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