Difference between revisions of "Create client payment"

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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:
  
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 '''Uncovered invoices''' section where you can select the invoices which have been paid by the client:
  
[[File:New payment from client uncov invoices.jpg|border|1000px]]
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[[File:Cl payment uncovered inv section.png|border|1100px]]
 
   
 
   
You can select the invoices which have been paid by the client. As you change the selection, the following fields change:
+
As you change the selection, the following fields change:
  
 
[[File:New payment from client amounts.jpg|border|500px]]
 
[[File:New payment from client amounts.jpg|border|500px]]

Revision as of 14:27, 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 where you can select the invoices which have been paid by the client:

Cl payment uncovered inv section.png

As you change the selection, the following fields change:

500px

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.