Difference between revisions of "Issue invoices"
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| + | [[File:Redirect.jpg|40px|link=Quick start guide to Protemos]] Back to the '''Quick Start Guide''' main page. | ||
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'''To create and send an invoice to the client, you need to:''' | '''To create and send an invoice to the client, you need to:''' | ||
| − | 1. Go to the | + | 1. Go to the <U>[https://cloud.protemos.com/project-receivable/index '''Client receivables''']</U> page, find receivables you need using |
| − | + | <U>[[Clients receivables list#Search receivables with filters |''' Filters''']]</U>. | |
| − | <U> [[Clients receivables list#Search receivables with filters |''' Filters''']] </U> . | ||
| − | 2. | + | 2. Select them and click the "'''Invoice selected'''" button: |
| − | [[File:Invoice selected | + | [[File:Invoice selected.1.png|border|1000px]] |
| − | 3. The system will create the invoice. You can adjust '''<U>[[Taxes|taxes]]</U>''', discounts and markups if you want: | + | 3. The system will create the invoice. You can adjust '''<U>[[Taxes|taxes]]</U>''', discounts and '''<U>[[PDF templates#Client invoice PDF templates|markups]]</U>''' if you want: |
| − | 4. You may download the invoice PDF file generated by the system. Or you can send an email with invoice directly from the system by | + | 4. You may download the invoice PDF file generated by the system. Or you can send an email with invoice directly from the system by clicking the "'''Send'''" button: |
| − | [[File: | + | [[File:Send invoice.1.png|border|350px]] |
| − | You can also create vendor invoices in similar way '''(for Enterprise version)''': go to the | + | You can also create vendor invoices in a similar way '''(for Enterprise version)''': go to the <U>[https://cloud.protemos.com/payable/index '''Vendor payables''']</U> page, select payables, and click the "'''Invoice selected'''" button. |
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| − | , select payables, and click the "'''Invoice selected'''" button. | ||
Your vendor will be notified about the invoice. Also, your vendors can create the invoices themselves if they wish. | Your vendor will be notified about the invoice. Also, your vendors can create the invoices themselves if they wish. | ||
| + | For more info on client or vendor invoices, please see our <U>[[Finances|''' wiki pages''']]</U> or a special video tutorial [[File:YT client.png|60px|link=https://youtu.be/z1brFAnfhDI]] | ||
| − | + | [[File:Redirect.jpg|40px|link=Quick start guide to Protemos]] Back to the '''Quick Start Guide''' main page. | |
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| − | [[File:Redirect.jpg|40px|link=Quick start guide]] Back to the '''Quick Start Guide''' main page. | ||
Latest revision as of 18:24, 28 February 2023
Back to the Quick Start Guide main page.
To create and send an invoice to the client, you need to:
1. Go to the Client receivables page, find receivables you need using Filters.
2. Select them and click the "Invoice selected" button:
3. The system will create the invoice. You can adjust taxes, discounts and markups if you want:
4. You may download the invoice PDF file generated by the system. Or you can send an email with invoice directly from the system by clicking the "Send" button:
You can also create vendor invoices in a similar way (for Enterprise version): go to the Vendor payables page, select payables, and click the "Invoice selected" button.
Your vendor will be notified about the invoice. Also, your vendors can create the invoices themselves if they wish.
For more info on client or vendor invoices, please see our wiki pages or a special video tutorial 
Back to the Quick Start Guide main page.
