Create client payment

From Protemos Wiki
Revision as of 13:07, 10 March 2020 by Aleksandra.d (talk | contribs)

Jump to: navigation, search

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


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

1100px

It will open the New payment from client page which is intended for recording the payment you received from the client.

Select the client from the list, enter the required information and click the "Create" button:

1 client .png

It will bring you to the newly created payment page, where you can Download as PDF, Update or Delete the payment:

The 2.png

To cover the payment by invoices you need to scroll down and press the "Link invoices" button:

Linked invoices 1.png

It will open the Payment details and Unliked invoices sections. To cover the payment by invoices choose the respective one and click the "link" button:

Paym 4.png

5.png

Note: Only invoices with the matched currency and legal entity can be linked to the payment.




  • 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.