Difference between revisions of "Create client payment"

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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 client selection.jpg|border|800px]]
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[[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:New payment from client currency creation.jpg|border|500px]]
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Once the client and currency are selected, the system looks for the unpaid invoices and displays them in the '''Uncovered invoices''' section:
 
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]]
 
[[File:New payment from client uncov invoices.jpg|border|1000px]]

Revision as of 15:18, 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:

New payment from client details.png

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:

1000px

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.