Difference between revisions of "Client payment view"

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(Uncovered invoices with the same currency section)
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On this page you can:
 
On this page you can:
  
- View the payment details.
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—View the payment details.
  
- Delete or update the payment.
+
—Delete, update or download the payment.
  
- Link or unlink invoices from the payment.
+
—Link or unlink invoices from the payment.
  
 
The payment consists of several sections. Each of them is described below.
 
The payment consists of several sections. Each of them is described below.
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=='''Details section'''==
 
=='''Details section'''==
  
Here you can update the payment details or delete it by pressing the corresponding buttons:
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Here you can update, download or delete the payment details by pressing the corresponding buttons:
  
[[File:Client payment buttons.png|border|1100px]]
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[[File:8.png|border|1100px]]
  
 
*'''Delete'''—deletes the payment.  
 
*'''Delete'''—deletes the payment.  
  
 
*'''Update'''—opens the '''<u>[[Update client payment| Update payment]]</u>''' page where you can change the payment details.
 
*'''Update'''—opens the '''<u>[[Update client payment| Update payment]]</u>''' page where you can change the payment details.
 +
 +
*'''Download as PDF'''—
  
 
=='''Linked invoices section'''==
 
=='''Linked invoices section'''==
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In this section you can unlink invoices from the payment by pressing '''"Unlink"''' in the corresponding row:
 
In this section you can unlink invoices from the payment by pressing '''"Unlink"''' in the corresponding row:
  
[[File:Client payment linked invoices section.png|border|1100px]]
+
[[File:7.png|border|900px]]
  
=='''Uncovered invoices with the same currency section'''==
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If the payment covered not fully, you will have the '''"Link invoices"''':
  
Here you can see the list of all uncovered invoices with the same currency for the client, and link the ones you need to the payment by pressing the '''"Link"''' button:
+
[[File:10.png|border|900px]]
  
[[File:Client payment uncovered.png|border|1100px]]
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By clicking this button, you can link invoices with the same '''Currency''' and '''Legal entity''' to the payment.

Revision as of 13:31, 10 March 2020

On this page you can:

—View the payment details.

—Delete, update or download the payment.

—Link or unlink invoices from the payment.

The payment consists of several sections. Each of them is described below.

Details section

Here you can update, download or delete the payment details by pressing the corresponding buttons:

8.png

  • Delete—deletes the payment.
  • Update—opens the Update payment page where you can change the payment details.
  • Download as PDF

Linked invoices section

In this section you can unlink invoices from the payment by pressing "Unlink" in the corresponding row:

7.png

If the payment covered not fully, you will have the "Link invoices":

10.png

By clicking this button, you can link invoices with the same Currency and Legal entity to the payment.