Difference between revisions of "Create client payment"

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''Client payment creation page: [http://cloud.protemos.com/client-payment/create/ http://cloud.protemos.com/client-payment/create]''
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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:
  
This page is intended for recording the payment you received from the client.
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[[file:Client payments new  button.png|border|1100px]]
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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:

Revision as of 15:07, 16 August 2019

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


To start creating a payment, press the "New Payment" button:

Client payments new button.png

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:

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If the client pays in several currencies, you may also need to select the currency:

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Once the client and currency are selected, the system looks for the unpaid invoices and displays them in the bottom of the page:

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You can select the invoices which have been paid by the client. As you change the selection, the following fields change:

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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.

Pressing the "Save" button brings you to the page of newly created payment.