Difference between revisions of "Create client payment"

From Protemos Wiki
Jump to: navigation, search
(One intermediate revision by the same user not shown)
Line 17: Line 17:
  
 
[[File:Cl payment uncovered inv section.png|border|1100px]]
 
[[File:Cl payment uncovered inv section.png|border|1100px]]
 +
 +
Pressing the '''"Save"'''" button brings you to the newly created '''<U>[[Client payment view|payment page]]</U>'''.
 
   
 
   
As you change the selection, the following fields change:
+
<span style="color:red">'''Note:'''</span> 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]]
Line 25: Line 27:
  
 
'''Amount''' - this field is for entering the actual payment. So, if it differs from “'''Amount due of linked invoices'''” you can edit it manually.
 
'''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.
 

Revision as of 14:34, 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

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

Note: 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.