Client invoice view
Client invoice view page: http://cloud.protemos.com/client-invoice/view?id=0000
On this page, you can:
- Download PDF file of the invoice
- Send the invoice to the client
- Update the invoice
- View the list of receivables included in the invoice
- Remove and add receivables in unsent invoices
- Create payments covering the invoice
Action buttons
Send — opens Client invoice sending page which allows emailing the invoice to the client directly from the system. After the invoice is sent, the system records the date of sending.
Resend — this button appears after the invoice has been sent. Pressing it sends the invoice one more time.
Mark as sent — If you not sending the invoice through the system but bay any other channel (e.g. email, customer’s portal etc.), you may use this button to remember the date of sending.
Download as PDF — pressing this button downloads the invoice in PDF format.
Discount and Extra Charge — you may add discounts and extra charges to the invoice by pressing this button.
VAT — you may add VAT to your invoice by pressing this button. For more info, please see VAT page
Write off — this button marks the invoice as fully paid. Write off is the unpaid part of the invoice that you are not expecting to be paid in the future, so you may want to mark the invoice as fully paid by adding a write off. E.g. you invoiced the client for 1000 EUR but got 990 EUR because of the bank charges, and for some reason, you are not going to ask the client to pay 10 EUR difference.
Mark as unsent — this button appears if the invoice has been sent. Pressing it deletes the date of sending.
Update — opens Client invoice update page on which you can edit the invoice.
Delete — deletes the invoice. This button disappears after you link the invoice with the payment.
Note: for the invoices with linked payments only "Resend", "Mark as unsent", "Download as PDF" and "Write off" buttons are available.
To make all the buttons available you need to unlink the payments first. It can be done on the page of the corresponding payment to the vendor.
Removing and adding receivables
Here you can add and remove receivables in unsent invoices:
1.To add receivables press " Add receivables":
It will open the Add receivables to invoice page where you can see client receivables list:
Select the necessary receivables and press "Add selected receivables".
2.In order to remove receivables press the "Remove" button:
So no need to delete invoice if one its item is wrong.
Note: you can't remove the receivable if there is only one. After you create another receivable the button "Remove" will uppear.
Then you will be able to remove incorrect one.
Linked payment creation
If you have received the payment for the invoice, you can record it by pressing the "Create linked payment" button under receivables table:
You can enter the payment into the fields that appear:
Alternatively, the payments can be created on the Client payments list page.
The difference is that on invoice page you can enter the payment covering only the invoice itself, while on the client payments list page, you can enter the payment covering multiple invoices.
