Difference between revisions of "Issue invoices"
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1. Go to the | 1. Go to the | ||
| − | <span style="background-color:yellow"> <U> [https://cloud.protemos.com/project-receivable/index '''Client receivables'''] </U> </span> page, select receivables you want using | + | '''Clients=>Receivables=>'''<span style="background-color:yellow"> <U> [https://cloud.protemos.com/project-receivable/index '''Client receivables'''] </U> </span> page, select receivables you want using |
<U> [[Clients receivables list#Search receivables with filters |''' Filters''']] </U> . | <U> [[Clients receivables list#Search receivables with filters |''' Filters''']] </U> . | ||
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[[File:Invoice action buttons.jpg|border|740px]] | [[File:Invoice action buttons.jpg|border|740px]] | ||
| − | You can also create vendor invoices in similar way '''(for Enterprise version)''': go to the | + | You can also create vendor invoices in similar way '''(for Enterprise version)''': go to the '''Vendors=>Payables=> |
<span style="background-color:yellow"> <U> [https://cloud.protemos.com/payable/index '''Vendor payables'''] </U></span> page | <span style="background-color:yellow"> <U> [https://cloud.protemos.com/payable/index '''Vendor payables'''] </U></span> page | ||
, select payables, and click the "'''Invoice selected'''" button. | , select payables, and click the "'''Invoice selected'''" button. | ||
Revision as of 10:15, 18 March 2019
To create and send an invoice to the client, you need to:
1. Go to the Clients=>Receivables=> Client receivables page, select receivables you want using Filters .
2. Click the "Invoice selected" button:
3. The system will create the invoice. You can adjust taxes, discounts and markups if you want:
4. You may download the invoice PDF file generated by the system. Or you can send an email with invoice directly from the system by pressing the "Send" button:
You can also create vendor invoices in similar way (for Enterprise version): go to the Vendors=>Payables=> Vendor payables page , select payables, and click the "Invoice selected" button.
Your vendor will be notified about the invoice. Also, your vendors can create the invoices themselves if they wish.
For more info on client or vendor invoices, please see our wiki pages or a special video tutorial 40px
Back to the Quick Start Guide main page.
