Difference between revisions of "Client invoices list"
Aleksandra.d (talk | contribs) (→Client invoices filters) |
(→Open invoices, linked payments and client profiles) |
||
| (22 intermediate revisions by 2 users not shown) | |||
| Line 1: | Line 1: | ||
| − | ''Client invoices page: [http://cloud.protemos.com/client-invoice/index | + | __FORCETOC__ |
| + | ''Client invoices page: [http://cloud.protemos.com/client-invoice/index/ cloud.protemos.com/client-invoice/index]'' | ||
---- | ---- | ||
| + | On this page you can: | ||
| + | — View the list of all invoices you have issued for the customers. | ||
| − | + | — Search invoices with filters. | |
| − | |||
| − | |||
| − | + | — Open invoices, linked payments, and client profiles. | |
| − | + | — Cover invoices by payments. | |
| − | + | — Export the list of invoices to Excel and download every invoice as a PDF file. | |
=='''Search invoices with filters'''== | =='''Search invoices with filters'''== | ||
| Line 19: | Line 20: | ||
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 | + | You can hide or display filter fields by clicking the [[File:filter arrow gray.jpg|border|25px]] button in the upper right corner: |
| − | [[File: | + | [[File:Client invoices filter.png|border|1000px]] |
| − | So you can enter the data into the appropriate fields and | + | So you can enter the data into the appropriate fields and click the '''"Apply"'''. |
If the filter is applied, the header turns blue: | If the filter is applied, the header turns blue: | ||
| Line 29: | Line 30: | ||
[[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: | ||
| Line 43: | Line 44: | ||
[[File:S1.png|border|900px]] | [[File:S1.png|border|900px]] | ||
| − | ==''' | + | =='''Open invoices, linked payments and client profiles'''== |
| − | + | You can click items in the table to open corresponding pages: | |
| − | *''' | + | [[File:Client invoices items.png|border|1100px]] |
| + | |||
| + | *'''Invoice''' — click the code you need to open the invoice page. | ||
| − | *''' | + | *'''Linked payments''' — clicking the payment (if added) code opens the linked payment 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 '''"Shift"''' button when clicking.</span> | |
| − | + | =='''Cover invoices by payments'''== | |
| − | + | You can cover all invoices or only selected ones by payments by clicking the corresponding buttons: | |
| − | + | [[File:Cover client invoices1.png|border|1000px]] | |
| − | + | To cover several invoices by payments, tick the needed ones and click "Cover selected by payments": | |
| − | + | [[File:Client selected invoices1.png|border|1000px]] | |
| − | + | A notification about payments creation will be displayed, and created payments will appear in the "Linked payments" column: | |
| − | + | [[File:Payments created.png|border|1000px]] | |
| − | + | ::<span style="color:red">'''Note:'''</span> if you click "Cover all by payments", all filtered invoices will be covered by payments. | |
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | <span style="color: | ||
=='''Export to Excel'''== | =='''Export to Excel'''== | ||
| − | You can export the displayed table of client invoices to Excel by | + | You can export the displayed table of client invoices to Excel by clicking the '''"Export to Excel"''' button over the upper right corner of the table. |
| − | You may also download the necessary invoice by | + | You may also download the necessary invoice by clicking the '''"Download"''' button in the corresponding row: |
[[File:Client invoices export.png|border|1100px]] | [[File:Client invoices export.png|border|1100px]] | ||
<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. | ||
Latest revision as of 16:09, 7 September 2022
Client invoices page: cloud.protemos.com/client-invoice/index
On this page you can:
— View the list of all invoices you have issued for the customers.
— Search invoices with filters.
— Open invoices, linked payments, and client profiles.
— Cover invoices by payments.
— Export the list of invoices to Excel and download every invoice as a PDF file.
Contents
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 clicking the 
button in the upper right corner:
So you can enter the data into the appropriate fields and click the "Apply".
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 invoices, linked payments and client profiles
You can click items in the table to open corresponding pages:
- Invoice — click the code you need to open the invoice page.
- Linked payments — clicking the payment (if added) code opens the linked payment 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 "Shift" button when clicking.
Cover invoices by payments
You can cover all invoices or only selected ones by payments by clicking the corresponding buttons:
To cover several invoices by payments, tick the needed ones and click "Cover selected by payments":
A notification about payments creation will be displayed, and created payments will appear in the "Linked payments" column:
- Note: if you click "Cover all by payments", all filtered invoices will be covered by payments.
Export to Excel
You can export the displayed table of client invoices to Excel by clicking the "Export to Excel" button over the upper right corner of the table.
You may also download the necessary invoice by clicking the "Download" button in the corresponding row:
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.
