Difference between revisions of "Client invoices list"

Revision as of 10:40, 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.

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:

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So you can enter the data into the appropriate fields and press the "Apply" button, see the example below:

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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.

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

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

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

• Note—displays only the invoices with notes 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.

• Overdue—displays only the invoices which are overdue or not 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).

• 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).

Opening 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 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.