Difference between revisions of "Recording payments"

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2. Click <span style="background-color:yellow"> <U> [https://cloud.protemos.com/client-payment/create'''New payment'''] </U> </span>:
 
2. Click <span style="background-color:yellow"> <U> [https://cloud.protemos.com/client-payment/create'''New payment'''] </U> </span>:
  
[[File:3pn.png|border|800px]]  
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[[File:3pn.png|border|1000px]]  
  
 
3. Select the client, enter the paid amount and select which invoices have been paid at the bottom of the page and press "'''Save'''":
 
3. Select the client, enter the paid amount and select which invoices have been paid at the bottom of the page and press "'''Save'''":
  
 
[[File:new payment from client n.jpg|border|650px]]  
 
[[File:new payment from client n.jpg|border|650px]]  
 
  
 
When you pay to your vendors, you may record such payments too '''(for Enterprise version)''':
 
When you pay to your vendors, you may record such payments too '''(for Enterprise version)''':
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4. Your vendor will get the email notification about the payment.
 
4. Your vendor will get the email notification about the payment.
 
  
  

Revision as of 13:01, 14 April 2020

Redirect.jpg Back to the Quick Start Guide main page.


When your client pays to you, you may record the payment in Protemos and link it with the invoice to remember that the invoice has been paid.

1. Go to the Client payments page.

2. Click New payment :

3pn.png

3. Select the client, enter the paid amount and select which invoices have been paid at the bottom of the page and press "Save":

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When you pay to your vendors, you may record such payments too (for Enterprise version):

1. Go to the Vendor payments page.

2. Click New payment .

3. Select the vendor, enter the paid amount and select which invoices have been paid at the bottom of the page.

4. Your vendor will get the email notification about the payment.


For more info on payments, please see our wiki pages or a video tutorial 40px


Redirect.jpg Back to the Quick Start Guide main page.