Difference between revisions of "Client invoices list"

Revision as of 11:00, 25 September 2020

Client invoices page: http://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.

— Export the list of invoices to Excel and download every invoice as a PDF file.

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 button in the upper right corner:

So you can enter the data into the appropriate fields and press the "Apply".

If the filter is applied, the header turns blue:

You may hide the filter interface by pressing the button.

Note: The hidden filter remains activated.

You can expand the hidden filter back by pressing again.

Note: The applied filter is remembered, so it will remain even if you leave the page.

To inactivate the filter, press the "Clear" button.

The header color will turn to gray, which means that no filter is not applied:

Client invoices filters

• Code—displays only the invoices with the code containing the specified symbols combination.

• Legal entity—displays only the invoices with the specified legal entity.

• Payment method—displays only the invoices with the specified payment method.

• Client—displays only the invoices for a certain client.

• Contact person—displays only the invoices for the specified contact person.

• Created by—displays only the invoices created by a certain manager.

• Total—displays only the invoices with the specified amount.

• Currency—displays only the invoices with the specified currency.

• Creation date—displays only the invoices created within the specified date range.

• Due date—displays only the invoices with the due date within the specified date range.

• Note—displays only the invoices with notes containing the specified symbols combination.

• Overdue—displays only the invoices which are overdue or not in accordance with the filter value applied (Yes, No).

• Has linked payments—displays only the invoices with or without linked payments according to the filter value applied (Yes, No).

• Fully covered—displays only the fully covered or partially/not covered invoices in accordance with the filter value applied (Yes, No).

• Is sent—displays only the invoices which have been sent or have not been sent according to the filter value applied (Yes, No).

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.

Export to Excel

You can export the displayed table of client invoices to Excel by pressing the "Export to Excel" button over the upper right corner of the table.

You may also download the necessary invoice by pressing 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.