Difference between revisions of "Client invoices list"

Revision as of 18:39, 28 December 2016

Client invoices page: http://cloud.protemos.com/client-invoice/index

On this page, you can:

- Start creating new invoice

- View the list of all invoices you have issued for the customers

- Search the invoices with filters

- Quickly open invoices, linked payments and client profiles

Invoice creation

To start creating an invoice, click the “New Invoice” button:

The system will bring you to clients receivables page, where you'll be able to select the receivables, create the invoices.

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 button in the upper right corner:

So you can enter the data into the appropriate fields and press “Apply” button, see example:

As you can see, the filter header turns red. It means that the filter is applied.

You may collapse (hide) the filter interface by pressing the button.

Please remember the collapsed filter remains activated, and it is clearly indicated by the red color.

You can expand the collapsed filter back by pressing again.

Please note that the applied filter is remembered, so it will remain even if you leave the page.

To inactivate the filter, press “Clear” button. The header color will turn to gray, which means that no filter is currently applied.

Client invoices filters

Code — displays the invoices with the code containing the specified symbols combination.

Creation date — displays the invoices created within the specified dates range.

Due date — displays the invoices with the due date within the specified dates range.

Client — displays the invoices of a certain client.

Not sent — displays the invoices which have not been sent.

No linked payments — displays the invoices which have no linked payments.

Not fully covered — displays the invoices which are not fully covered by payments.

Opening invoices, linked payments and client profiles

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

Invoice — clicking the item opens invoice view page.

Linked payments — clicking the item opens the pages of the linked payments (if they exist).

Client — clicking the item opens corresponding client profile.

Tip: Protemos supports multiple windows. So you may open the link in the new window by holding Shift while clicking.

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:

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.