Client payments list

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Revision as of 13:02, 16 August 2019 by Anatoly.k (talk | contribs) (Description of the fields in the client payment filters)

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Client payments list page:

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:

Client payments new button.png

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:

Client payments list filter empty.png

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

Client payments list filter applied.png

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:


Payment item opens payment view page.

Linked invoices item opens the pages of the linked invoices (if they exist).

Client item opens corresponding 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:

Client payments export to Excel.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.