Difference between revisions of "Client invoices list"
(→Search invoices with filters) |
(→Search invoices with filters) |
||
| Line 23: | Line 23: | ||
[[File:Client invoices filter empty.png|border|1000px]] | [[File:Client invoices filter empty.png|border|1000px]] | ||
| − | So you can enter the data into the appropriate fields and press the "'''Apply'''" button, see example: | + | So you can enter the data into the appropriate fields and press the "'''Apply'''" button, see the example below: |
| − | [[File: | + | [[File:Client invoices filter applied 2.png|border|1000px]] |
As you can see, the filter header turns blue. It means that the filter is applied. | As you can see, the filter header turns blue. It means that the filter is applied. | ||
Revision as of 09:56, 14 August 2019
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.
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 pressing the 
button in the upper right corner:
So you can enter the data into the appropriate fields and press the "Apply" button, see the example below:
As you can see, the filter header turns blue. It means that the filter is applied.
You may collapse (hide) the filter interface by pressing the 
button.
Please remember the collapsed filter remains activated, and it is clearly indicated by the blue color.
You can expand the collapsed filter back by pressing again.
Please note that 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 currently applied.
Client invoices filters
- Code — displays only the invoices with the code containing the specified symbols combination.
- 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.
- Created by — displays only the invoices created by a certain manager.
- Client — displays only the invoices of a certain client.
- 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).
Opening invoices, linked payments and client profiles
You can click items in the tables to open corresponding pages:
Invoice - clicking the item opens invoice view page.
Linked payments - clicking the item opens the pages of the linked payments (if they exist).
Client - clicking the item opens corresponding client profile.
Tip: Protemos supports multiple windows. So you may open the link in the new window by holding "Shift" button while clicking.
Export to Excel
You can export all 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.
