Difference between revisions of "Recording payments"
From Protemos Wiki
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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. | 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 <U> [https://cloud.protemos.com/client-payment/index'''Client Payments'''] </U> page. | + | 1. Go to <span style="background-color:yellow"> <U> [https://cloud.protemos.com/client-payment/index'''Client Payments'''] </U> </span> page. |
| − | 2. Click <U> [https://cloud.protemos.com/client-payment/create'''New Payment'''] </U>. | + | 2. Click <span style="background-color:yellow"> <U> [https://cloud.protemos.com/client-payment/create'''New Payment'''] </U> </span>. |
3. Select the client, enter paid amount and select which invoices have been paid in the bottom of the page. | 3. Select the client, enter paid amount and select which invoices have been paid in the bottom of the page. | ||
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| − | 1. Go to <U> [https://cloud.protemos.com/vendor-payment/index'''Vendor Payments'''] </U> | + | 1. Go to <span style="background-color:yellow"> <U> [https://cloud.protemos.com/vendor-payment/index'''Vendor Payments'''] </U> </span> page. |
| − | 2. Click <U> [https://cloud.protemos.com/vendor-payment/create'''New Payment'''] </U>. | + | 2. Click <span style="background-color:yellow"> <U> [https://cloud.protemos.com/vendor-payment/create'''New Payment'''] </U> </span>. |
3. Select the vendor, enter paid amount and select which invoices have been paid in the bottom of the page. | 3. Select the vendor, enter paid amount and select which invoices have been paid in the bottom of the page. | ||
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| − | For more info on payments, please see our | + | For more info on payments, please see our [[Finances|''' wiki pages''']]. |
Revision as of 09:13, 27 July 2017
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 Client Payments page.
2. Click New Payment .
3. Select the client, enter paid amount and select which invoices have been paid in the bottom of the page.
When you pay to your vendors, you may record such payments too:
1. Go to Vendor Payments page.
2. Click New Payment .
3. Select the vendor, enter paid amount and select which invoices have been paid in the bottom of the page.
4. Your vendor will get email notification about the payment.
For more info on payments, please see our wiki pages.
