Difference between revisions of "Client invoices list"

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(Export to Excel)
(Search invoices with filters)
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''Client invoices page: [http://cloud.protemos.com/client-invoice/index/ http://cloud.protemos.com/client-invoice/index]''
 
''Client invoices page: [http://cloud.protemos.com/client-invoice/index/ http://cloud.protemos.com/client-invoice/index]''
 
----
 
----
 
 
 
On this page you can:
 
On this page you can:
  
- View the list of all invoices you have issued for the customers.
+
View the list of all invoices you have issued for the customers.
  
- Search invoices with filters.
+
Search invoices with filters.
  
- Open invoices, linked payments, and client profiles.
+
Open invoices, linked payments, and client profiles.
  
-      Export the list of invoices to Excel.
+
Export the list of invoices to Excel and download every invoice as a PDF file.
  
 
=='''Search invoices with filters'''==
 
=='''Search invoices with filters'''==
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You can hide or display filter fields by pressing the [[File:filter arrow gray.jpg|border|25px]] button in the upper right corner:  
 
You can hide or display filter fields by pressing the [[File:filter arrow gray.jpg|border|25px]] button in the upper right corner:  
  
[[File:Client invoices filter empty.png|border|1000px]]
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[[File:Client invoices filter.png|border|1000px]]
 
So you can enter the data into the appropriate fields and press the '''"Apply"''' button, see the example below:
 
 
 
[[File:Client invoices filter applied 2.png|border|1000px]]
 
 
   
 
   
As you can see, the filter header turns blue. It means that the filter is applied.
+
So you can enter the data into the appropriate fields and press the '''"Apply"'''.
 
 
You may collapse (hide) the filter interface by pressing the [[File:Blue arrow.jpg|border|25px]] 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 [[File:Blue arrow.jpg|border|25px]] 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.
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If the filter is applied, the header turns blue:
  
*'''Payment method'''—displays only the invoices with the specified payment method.
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[[File:14.png|border|900px]]
  
*'''Note'''—displays only the invoices with notes containing the specified symbols combination.
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You may hide the filter interface by pressing the [[File:Blue arrow.jpg|border|25px]] button.  
  
*'''Creation date'''—displays only the invoices created within the specified date range.  
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<span style="color:red">'''Note''':</span>  The hidden filter remains activated.
  
*'''Due date'''—displays only the invoices with the due date within the specified date range.  
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You can expand the hidden filter back by pressing [[File:Blue arrow.jpg|border|25px]] again.
  
*'''Overdue'''—displays only the invoices which are overdue or not in accordance with the filter value applied (Yes, No).
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<span style="color:red">'''Note''':</span>  The applied filter is remembered, so it will remain even if you leave the page.  
  
*'''Is sent'''—displays only the invoices which have been sent or have not been sent according to the filter value applied (Yes, No).
+
To inactivate the filter, press the '''"Clear"''' button.  
  
*'''Has linked payments'''—displays only the invoices with or without linked payments according to the filter value applied (Yes, No).
+
The header color will turn to gray, which means that no filter is not applied:
  
*'''Fully covered'''—displays only the fully covered or partially/not covered invoices in accordance with the filter value applied (Yes, No).
+
[[File:S1.png|border|900px]]
  
=='''Opening invoices, linked payments and client profiles'''==
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=='''Open invoices, linked payments and client profiles'''==
  
 
You can click items in the table to open corresponding pages:  
 
You can click items in the table to open corresponding pages:  
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=='''Export to Excel'''==
 
=='''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 can export 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:
 
You may also download the necessary invoice by pressing the '''"Download"''' button in the corresponding row:

Revision as of 13:05, 8 April 2021

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 and download every invoice as a PDF file.

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 Filter arrow gray.jpg button in the upper right corner:

Client invoices filter.png

So you can enter the data into the appropriate fields and press the "Apply".

If the filter is applied, the header turns blue:

14.png

You may hide the filter interface by pressing the Blue arrow.jpg button.

Note: The hidden filter remains activated.

You can expand the hidden filter back by pressing Blue arrow.jpg again.

Note: 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 not applied:

S1.png

Open invoices, linked payments and client profiles

You can click items in the table to open corresponding pages:

Client invoices items.png

  • 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 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:

Client invoices export.png

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.