Difference between revisions of "Client payments list"
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So you can enter the data into the appropriate fields and press '''"Apply"''' button: | So you can enter the data into the appropriate fields and press '''"Apply"''' button: | ||
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If the filter is applied, the header turns blue: | If the filter is applied, the header turns blue: | ||
Revision as of 12:01, 25 September 2020
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 clients.
— Search payments with filters.
— Open payments, linked invoices, and client profiles.
— Import payments received from the clients from Excel.
— Export all the displayed table of client payments to Excel.
Contents
Create payments
To start creating a payment, please go to Clients → Payments:
And press the "New Payment" button:
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 
button in the upper right corner.
So you can enter the data into the appropriate fields and press "Apply" button:
If the filter is applied, the header turns blue:
You may hide the filter interface by pressing the 
button.
Note: The hidden filter remains activated.
You can expand the hidden filter back by pressing 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:
Description of the fields in the client payment filters
- Code—displays only the payments with the code containing the specified symbols' combination.
- Legal entity—displays only the payment with the specified legal entity.
- 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:
- Payment—click the required code to open the payment page.
- Linked invoices—click the required (if added) code to open 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:
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.
Import from Excel
You can import clients' payments from Excel by pressing the "Import from Excel" button over the upper right corner of the table:
