Difference between revisions of "Create client payment"

From Protemos Wiki
Jump to: navigation, search
 
(26 intermediate revisions by 3 users not shown)
Line 1: Line 1:
''Create client payment page: [http://cloud.protemos.com/client-payment/create/ http://cloud.protemos.com/client-payment/create]''
+
''New payment from client page: [http://cloud.protemos.com/client-payment/create/ http://cloud.protemos.com/client-payment/create]''
 
----
 
----
  
To start creating a payment, press the '''"New Payment"''' button:
+
To start creating a payment, please go to '''Clients → Payments''':
  
[[file:Client payments new  button.png|border|1100px]]
+
[[File:Paym11.png|border|100px]]
 +
 
 +
And then click the '''"New Payment"''' button:
 +
 
 +
[[File:3pn.png|border|900px]]
  
 
It will open the  '''New payment from client''' page which is intended for recording the payment you received from the client.
 
It will open the  '''New payment from client''' page which is intended for recording the payment you received from the client.
  
First of all, you need to select the client from the list:
+
Select the client from the list, enter the required information and click the '''"Create"''' button:
 +
 
 +
[[File:1 client .png|border|400px]]
 +
 
 +
It will bring you to the newly created '''<U>[[Client payment view|payment page]]</U>''', where you can '''Download as PDF''', '''Update''' or '''Delete''' the payment:
 +
 
 +
[[File:The 2.png|border|900px]]
 +
 
 +
=='''Link invoices'''==
 +
 
 +
To cover the payment by invoices you need to scroll down  to the '''Linked invoices''' section and click the '''"Link invoices"''' button:
 +
 
 +
[[File:Linked invoices 1.png|border|900px]]
 +
 
 +
It will open the '''Payment details''' and '''Unliked invoices''' sections. To cover the payment by invoices choose the respective one and click the '''"Link"''' button:
 +
 
 +
[[File:Paym 4.png|border|400px]]
  
[[File:New payment from client client selection.jpg|border|800px]]
+
[[File:5.png|border|800px]]
 
If the client pays in several currencies, you may also need to select the currency:
 
  
[[File:New payment from client currency creation.jpg|border|500px]]
+
<span style="color:red">'''Note:'''</span style> Only invoices with the matched '''currency''' and '''legal entity''' can be linked to the payment.
 
Once the client and currency are selected, the system looks for the unpaid invoices and displays them in the bottom of the page:
 
  
[[File:New payment from client uncov invoices.jpg|border|1000px]]
+
The '''Payment''' page will look like the following:
 
You can select the invoices which have been paid by the client. As you change the selection, the following fields change:
 
  
[[File:New payment from client amounts.jpg|border|500px]]
+
[[File:6s.png|border|900px]]
 
'''Amount due of linked invoices''' - this field shows the total amount in the invoiced you've linked with the payment.
 
  
'''Amount''' - this field is for entering the actual payment. So, if it differs from “'''Amount due of linked invoices'''” you can edit it manually.
+
If you want to unlink the invoice, click the '''"Unlink"''' button:
  
Pressing the "'''Save'''" button brings you to the page of newly created payment.
+
[[File:7.png|border|900px]]

Latest revision as of 11:25, 13 November 2023

New payment from client page: http://cloud.protemos.com/client-payment/create


To start creating a payment, please go to Clients → Payments:

Paym11.png

And then click the "New Payment" button:

3pn.png

It will open the New payment from client page which is intended for recording the payment you received from the client.

Select the client from the list, enter the required information and click the "Create" button:

1 client .png

It will bring you to the newly created payment page, where you can Download as PDF, Update or Delete the payment:

The 2.png

Link invoices

To cover the payment by invoices you need to scroll down to the Linked invoices section and click the "Link invoices" button:

Linked invoices 1.png

It will open the Payment details and Unliked invoices sections. To cover the payment by invoices choose the respective one and click the "Link" button:

Paym 4.png

5.png

Note: Only invoices with the matched currency and legal entity can be linked to the payment.

The Payment page will look like the following:

6s.png

If you want to unlink the invoice, click the "Unlink" button:

7.png