Create receivable

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Revision as of 18:32, 27 December 2016 by Yuri (talk | contribs)

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Receivable creation/editing page:

On this page, you can create or edit the receivables from the client.


This table contains the summary of the receivable:

Project name with the link to Project View page.

Project specialization selected for the project.

Client name with a link to Client profile page.

Receivable total calculated from the numbers you entered below, in RECEIVABLE DATA.


This table contains the prices that you have recorded for this client on Prices tab of the client profile.

As you start entering RECEIVABLE DATA, some price rows will turn green thus indicating that they might be relevant for this receivable:


This is the summary of how much the client will pay to you.

You can add the receivable by pressing “New receivable” button and choosing the base:

The “Flat rate” – if you just need to enter the amount of payable receivables without entering volumes and rates.

The “Unit based” – if you have to enter the volume and rate for calculating the price.

The “CAT log based” – if you have fuzzy matches logs generated by CAT tools and want to calculate discounts for each type of match.


Under this header, you can actually enter the data for the receivable.

PO number – you can enter the number of PO received from Client. You may leave it blank if the client is not sending you any PO numbers.

Note – here you may leave additional information.

Language pair – here you have to select language pair for the receivable.

Note: you can select only from the language pairs selected for the project on project editing page.:

Service – here you have to select what service you are charging for.

Total – please enter the total amount here.

Currency – please select the currency here.

When you have finished entering all the data, press “Create”.

Once you press “Create”, the system will bring you back to Finances tab of the project where you’ll be able to see the receivables.