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 payments'''] </U> </span> page. | + | 1. Go to the <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 payment'''] </U> </span> | + | 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]] | ||
| − | 3. Select the client, enter paid amount and select which invoices have been paid | + | 3. Select the client, enter paid amount and select which invoices have been paid at the bottom of the page and press "'''Save'''". |
[[File:new payment from client n.jpg|border|540px]] | [[File:new payment from client n.jpg|border|540px]] | ||
| Line 17: | Line 17: | ||
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 payments'''] </U> </span> page. | + | 1. Go to the <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 payment'''] </U> </span>. | 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 | + | 3. Select the vendor, enter paid amount and select which invoices have been paid at the bottom of the page. |
4. Your vendor will get the email notification about the payment. | 4. Your vendor will get the email notification about the payment. | ||
Revision as of 10:50, 8 November 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 the Client payments page.
2. Click New payment :
3. Select the client, enter paid amount and select which invoices have been paid at the bottom of the page and press "Save".
When you pay to your vendors, you may record such payments too:
1. Go to the Vendor payments page.
2. Click New payment .
3. Select the vendor, enter paid amount and select which invoices have been paid at 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.
