Difference between revisions of "Client payment view"
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=='''Details section'''== | =='''Details section'''== | ||
| − | Here you can '''Download as PDF''', '''Update''', or '''Delete''' the payment details by | + | Here you can '''Download as PDF''', '''Update''', or '''Delete''' the payment details by clicking the corresponding buttons: |
[[File:8.png|border|800px]] | [[File:8.png|border|800px]] | ||
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=='''Linked invoices section'''== | =='''Linked invoices section'''== | ||
| − | In this section you can unlink invoices from the payment by | + | In this section you can unlink invoices from the payment by clicking '''"Unlink"''' button: |
[[File:7.png|border|900px]] | [[File:7.png|border|900px]] | ||
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In the '''Messages''' field you can communicate with a respective client '''(if they use the Client Portal and can log in to the system)'''. | In the '''Messages''' field you can communicate with a respective client '''(if they use the Client Portal and can log in to the system)'''. | ||
| − | Enter your message and | + | Enter your message and click the '''"Send"''' button: |
[[File:Payment client message.png|border|500px]] | [[File:Payment client message.png|border|500px]] | ||
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[[File:Reply to this message client payment.png|border|500px]] | [[File:Reply to this message client payment.png|border|500px]] | ||
| − | By | + | By clicking '''"Reply to this message"''', you will be redirected to the '''"Messages"''' field of the respective payment. |
<span style="color:blue">'''Tip:''' </span> If your client cannot log in to the system, you can use the '''"Messages"''' field as an option to leave notes or anything you need. But if you allow them to log in, all the messages will be visible for them. | <span style="color:blue">'''Tip:''' </span> If your client cannot log in to the system, you can use the '''"Messages"''' field as an option to leave notes or anything you need. But if you allow them to log in, all the messages will be visible for them. | ||
You also can communicate with clients on other objects. Please check the <U>'''[[Messages|"Messages"]]'''</U> page for more details. | You also can communicate with clients on other objects. Please check the <U>'''[[Messages|"Messages"]]'''</U> page for more details. | ||
Revision as of 13:29, 8 September 2022
On this page you can:
—View the payment details.
—Delete, update or download the payment.
—Link or unlink invoices from the payment.
The payment consists of several sections. Each of them is described below.
Details section
Here you can Download as PDF, Update, or Delete the payment details by clicking the corresponding buttons:
- Download as PDF—downloads the payment details.
- Update—opens the Update payment page where you can change the payment details.
- Delete—deletes the payment.
Linked invoices section
In this section you can unlink invoices from the payment by clicking "Unlink" button:
If the payment covered not fully, you will have the "Link invoices" button:
By clicking this button, you can link invoices with the same Currency and Legal entity to the payment.
Messages
In the Messages field you can communicate with a respective client (if they use the Client Portal and can log in to the system).
Enter your message and click the "Send" button:
A client will get an email when a message is sent to them.
The same applies to the responsible for project manager, they will get emails when a client sends a message.
You can read the message and reply straight from the email:
By clicking "Reply to this message", you will be redirected to the "Messages" field of the respective payment.
Tip: If your client cannot log in to the system, you can use the "Messages" field as an option to leave notes or anything you need. But if you allow them to log in, all the messages will be visible for them.
You also can communicate with clients on other objects. Please check the "Messages" page for more details.
