Difference between revisions of "Create client payment"
m (Anatoly.k moved page Client payment creation to Create client payment) |
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| − | '' | + | ''Create client payment page: [http://cloud.protemos.com/client-payment/create/ http://cloud.protemos.com/client-payment/create]'' |
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| + | To start creating a payment, press the '''"New Payment"''' button: | ||
| − | + | [[file:Client payments new button.png|border|1100px]] | |
| + | |||
| + | 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: | First of all, you need to select the client from the list: | ||
| − | [[File:New payment from client | + | [[File:New payment from client details.png|border|700px]] |
If the client pays in several currencies, you may also need to select the currency: | If the client pays in several currencies, you may also need to select the currency: | ||
| − | [[File: | + | Once the client and currency are selected, the system looks for the unpaid invoices and displays them in the '''Uncovered invoices''' section where you can select the invoices which have been paid by the client: |
| + | |||
| + | [[File:Cl payment uncovered inv section 1.png|border|1100px]] | ||
| + | |||
| + | As you change the selection, the values of the following fields change accordingly: | ||
| + | |||
| + | [[File:Cl payment details linked value change.png|border|700px]] | ||
| − | + | *'''Amount due on linked invoices'''—this field shows the total amount in the invoiced you've linked with the payment. | |
| − | + | *'''Amount'''—this field is intended for entering the actual payment amount. So, if it differs from '''Amount due on linked invoices''' you can edit it manually. | |
| − | |||
| − | |||
| − | + | Having selected the invoices to be covered by this payment, press '''"Save"''' to record it: | |
| − | |||
| − | ''' | ||
| − | + | [[File:Cl payment uncovered inv section.png|border|1100px]] | |
| − | Pressing the | + | Pressing the '''"Save"''' button brings you to the newly created '''<U>[[Client payment view|payment page]]</U>'''. |
Revision as of 16:11, 16 August 2019
Create client payment page: http://cloud.protemos.com/client-payment/create
To start creating a payment, press the "New Payment" button:
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:
If the client pays in several currencies, you may also need to select the currency:
Once the client and currency are selected, the system looks for the unpaid invoices and displays them in the Uncovered invoices section where you can select the invoices which have been paid by the client:
As you change the selection, the values of the following fields change accordingly:
- Amount due on linked invoices—this field shows the total amount in the invoiced you've linked with the payment.
- Amount—this field is intended for entering the actual payment amount. So, if it differs from Amount due on linked invoices you can edit it manually.
Having selected the invoices to be covered by this payment, press "Save" to record it:
Pressing the "Save" button brings you to the newly created payment page.
