Clients receivables list
Clients receivables page: http://cloud.protemos.com/project-receivable/index
On this page, you can:
- View all the receivables from the clients and search them with filters
- Create invoices for the selected receivables
- Open receivables or go to client profiles and projects related with them
Contents
Search receivables with filters
By default, you can see all the receivables in your database, 200 per page.
If you want to hide or display some jobs 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.
Receivables filters description
- Receivable code — displays only the receivables with the specified symbols in the code.
- PO number — displays only the receivables with the entered PO number.
- Client — displays only the receivables for the selected client.
- No PO number — displays only the receivables with no PO number entered.
- No invoice — displays only the receivables with no invoice.
- Project name — displays only the receivables for the projects with the specified name.
- Primary manager — displays only the receivables for the projects added by a specific primary manager.
- Project statuses — displays only the receivables for the projects with the specified statuses (Active, Completed, Canceled).
- Project deadline date — displays only the receivables for the projects with the deadlines within the specified deadline range.
Invoice creation
1. To create an invoice for a client, select the desired rows and press the "Invoice selected" button:
2. The system will create an invoice and will display Client invoice view page:
You can do the following:
Send — opens the Client invoice sending page which allows emailing the invoice to the client directly from the system. After the invoice is sent, the system records the date of sending.
Resend — this button appears after the invoice has been sent. Pressing it sends the invoice one more time.
Mark as sent — if you not sending the invoice through the system but by any other channel (e.g. email, customer’s portal etc.), you may use this button to remember the date of sending.
Download as PDF — pressing this button downloads the invoice in PDF format.
Discount and Extra Charge — you may add discounts and extra charges to the invoice by pressing this button.
VAT — you may add VAT to your invoice by pressing this button. For more info, please see VAT page
Write off — this button marks the invoice as fully paid. Write off is the unpaid part of the invoice that you are not expecting to be paid in the future, so you may want to mark the invoice as fully paid by adding a write off. E.g. you invoiced the client for 1000 EUR but got 990 EUR because of the bank charges, and for some reason, you are not going to ask the client to pay 10 EUR difference.
Mark as unsent — this button appears if the invoice has been sent. Pressing it deletes the date of sending.
Update — opens Client invoice update page on which you can edit the invoice.
Delete — deletes the invoice. This button disappears after you link the invoice with the payment.
– Edit the invoice using the “Update” button. It will open the Update Invoice page.
– Download the invoice as PDF file by pressing the “Download as PDF” button.
– Send the invoice to the client directly from the system by pressing the “Send” button. It will open the Send invoice page.
– Remove and add receivables in unsent invoices by pressing the " Add receivables" or "Remove" button correspondingly:
So no need to delete invoice if one its item is wrong.
You can click items in the tables to open corresponding pages:
File:CRL Opening receivables, related client profiles, and projects.png
Invoice opens corresponding Client invoice view page.
Client opens Client view.
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 receivables to Excel by pressing “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.
