Difference between revisions of "Client payments list"

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On this page, you can:
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On this page you can:
  
- Record payments received from the clients
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- Record payments received from the clients.
  
- View the list of all payments you have received from customers
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- View the list of all the payments you have received from customers.
  
- Search the payments with filters
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- Search payments with filters.
  
- Quickly open payments, linked invoices and client profiles
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- Open payments, linked invoices, and client profiles.
  
=='''Creating payments'''==
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-        Export all the displayed table of client payments to Excel.
  
To start creating the payment, press the '''New Payment'''button:
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=='''Create payments'''==
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To start creating a payment, press the '''"New Payment"''' button:
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[[file:Client payments new  button.png|border|1100px]]
 
   
 
   
It will open Client payment creation page.
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It will open the  '''<u>[[Create client payment|New payment from client]]</u>''' page.
  
 
=='''Search payments with filters'''==
 
=='''Search payments with filters'''==
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If you want to hide or display some payments from the list, you may apply filters.  
 
If you want to hide or display some payments from the list, you may apply filters.  
  
You can hide or display filter fields by pressing the   button in the upper right corner:  
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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:  
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[[File:Client payments list filter empty.png|border|1200px]]
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So you can enter the data into the appropriate fields and press '''"Apply"''' button, please see the example below:
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[[File:Client payments list filter applied.png|border|1200px]]
 
   
 
   
So you can enter the data into the appropriate fields and press “Apply” button, see example:
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As you can see, the filter header turns blue. It means that the filter is applied.  
 
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.  
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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 red color.  
 
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.
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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.  
 
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.  
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To inactivate the filter, press the '''"Clear"''' button.  
  
 
The header color will turn to gray, which means that no filter is currently applied.
 
The header color will turn to gray, which means that no filter is currently applied.
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=='''Description of the fields in the client payment filters'''==
 
=='''Description of the fields in the client payment filters'''==
  
'''Code''' — displays the payments with the code containing the specified symbols combination.
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*'''Code'''—displays only the payments with the code containing the specified symbols combination.
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 +
*'''Client'''—displays only the payments from the specified client.
  
'''Creation date''' — displays the payments created within the specified dates range.
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*'''Note'''—displays only the payments with notes containing the specified symbols combination.
  
'''Paid at date''' — displays the payments received within the specified dates range.  
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*'''Creation date'''—displays only the payments created within the specified date range.
  
'''Client''' — displays the payments from the specified client.
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*'''Paid at date'''—displays only the payments received within the specified date range.  
  
'''No linked invoices''' — displays the payments which have no linked invoices.
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*'''Has linked invoices'''—displays only the payments which have or have no linked invoices in accordance with the filter value applied (Yes, No).
  
'''Not fully covered''' — displays the payments which are not fully covered with invoices.
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*'''Is fully covered'''—displays only the payments which are fully or partially covered\uncovered with invoices in accordance with the filter value applied (Yes, No).
  
Opening payments, linked invoices and client profiles
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=='''Open payments, linked invoices and client profiles'''==
  
 
You can click items in the tables to open corresponding pages:  
 
You can click items in the tables to open corresponding pages:  
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 +
[[File:Client payments items clicking.png|border|1100px]]
 
   
 
   
Payment item opens payment view page.
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*'''Payment'''—click the code you need to open the зayment page.
  
Linked invoices item opens the pages of the linked invoices (if they exist).
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*'''Linked invoices'''—clicking the invoice (if added) code opens the linked invoice page.
  
Client item opens corresponding client profile.
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*'''Client'''—click the required client name to open the client profile.
  
<span style="color:#008B8B>'''Tip:''' Protemos supports multiple windows. So you may open the link in the new window by holding the '''Shift'''button while clicking.</span>
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<span style="color:#008B8B>'''Tip:''' Protemos supports multiple windows. So you may open the link in the new window by holding the '''"Shift"''' button while clicking.</span>
  
 
=='''Export to Excel'''==
 
=='''Export to Excel'''==
  
You can export all the displayed table of client payments to Excel by pressing the “Export to Excel” button over the upper right corner of the table:
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You can export all the displayed table of client payments to Excel by pressing the '''"Export to Excel"''' button over the upper right corner of the table:
 +
 
 +
[[File:Client payments export to Excel.png|border|1100px]]
 
   
 
   
<span style="color:#DC143C">'''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.</span>
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<span style="color:red">'''Note:'''</span> The exported file will contain the filtered records from all the pages of the table, not just the ones displayed on the first page.

Revision as of 14:03, 16 August 2019

Client payments list page: http://cloud.protemos.com/client-payment/index



On this page you can:

- Record payments received from the clients.

- View the list of all the payments you have received from customers.

- Search payments with filters.

- Open payments, linked invoices, and client profiles.

- Export all the displayed table of client payments to Excel.

Create payments

To start creating a payment, press the "New Payment" button:

1100px

It will open the New payment from client page.

Search payments with filters

By default, you can see all the payments in your database, 50 per page.

If you want to hide or display some payments 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:

1200px

So you can enter the data into the appropriate fields and press "Apply" button, please see the example below:

1200px

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

You may collapse (hide) the filter interface by pressing the Blue arrow.jpg 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 Blue arrow.jpg 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.

Description of the fields in the client payment filters

  • Code—displays only the payments with the code containing the specified symbols combination.
  • Client—displays only the payments from the specified client.
  • Note—displays only the payments with notes containing the specified symbols combination.
  • Creation date—displays only the payments created within the specified date range.
  • Paid at date—displays only the payments received within the specified date range.
  • Has linked invoices—displays only the payments which have or have no linked invoices in accordance with the filter value applied (Yes, No).
  • Is fully covered—displays only the payments which are fully or partially covered\uncovered with invoices in accordance with the filter value applied (Yes, No).

Open payments, linked invoices and client profiles

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

1100px

  • Payment—click the code you need to open the зayment page.
  • Linked invoices—clicking the invoice (if added) code opens the linked invoice 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 the "Shift" button while clicking.

Export to Excel

You can export all the displayed table of client payments to Excel by pressing the "Export to Excel" button over the upper right corner of the table:

1100px

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.