Difference between revisions of "Recording payments"
| Line 4: | Line 4: | ||
'''When your client pays to you, you may record the payment in Protemos and link it with the invoice to remember that the invoice has been paid.''' | '''When your client pays to you, you may record the payment in Protemos and link it with the invoice to remember that the invoice has been paid.''' | ||
| − | 1. Go to <span style="background-color:yellow"> <U> [https://cloud.protemos.com/client-payment/index'''Client | + | 1. Go to <span style="background-color:yellow"> <U> [https://cloud.protemos.com/client-payment/index'''Client payments'''] </U> </span> page. |
| − | 2. Click <span style="background-color:yellow"> <U> [https://cloud.protemos.com/client-payment/create'''New | + | 2. Click <span style="background-color:yellow"> <U> [https://cloud.protemos.com/client-payment/create'''New payment'''] </U> </span>. |
[[File:New client payment button n.jpg|border|540px]] | [[File:New client payment button n.jpg|border|540px]] | ||
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When you pay to your vendors, you may record such payments too: | When you pay to your vendors, you may record such payments too: | ||
| − | 1. Go to <span style="background-color:yellow"> <U> [https://cloud.protemos.com/vendor-payment/index'''Vendor | + | 1. Go to <span style="background-color:yellow"> <U> [https://cloud.protemos.com/vendor-payment/index'''Vendor payments'''] </U> </span> page. |
| − | 2. Click <span style="background-color:yellow"> <U> [https://cloud.protemos.com/vendor-payment/create'''New | + | 2. Click <span style="background-color:yellow"> <U> [https://cloud.protemos.com/vendor-payment/create'''New payment'''] </U> </span>. |
3. Select the vendor, enter paid amount and select which invoices have been paid in the bottom of the page. | 3. Select the vendor, enter paid amount and select which invoices have been paid in the bottom of the page. | ||
Revision as of 10:05, 9 August 2017
Back to the Quick Start Guide main page.
When your client pays to you, you may record the payment in Protemos and link it with the invoice to remember that the invoice has been paid.
1. Go to Client payments page.
2. Click New payment .
3. Select the client, enter paid amount and select which invoices have been paid in the bottom of the page and press "Save".
When you pay to your vendors, you may record such payments too:
1. Go to Vendor payments page.
2. Click New payment .
3. Select the vendor, enter paid amount and select which invoices have been paid in the bottom of the page.
4. Your vendor will get the email notification about the payment.
For more info on payments, please see our wiki pages.
Back to the Quick Start Guide main page.
