Search results
Create the page "Client Invoice update page" on this wiki! See also the search results found.
- [[Client view]]: *[[Client view page – General info tab| General info tab]]1 KB (200 words) - 10:36, 22 December 2023
- — Add receivables from your client. =='''Receivables from client'''==6 KB (902 words) - 10:34, 7 September 2022
- This is the summary of how much your client will pay you. ...nter the number of PO received from сlient. You may leave it blank if the client is not sending you any PO numbers.9 KB (1,540 words) - 18:03, 16 December 2022
- You can add payables on a job page. It will display the '''Payable''' page which consists of three sections described below.9 KB (1,445 words) - 17:50, 19 September 2022
- ''Clients receivables page: [http://cloud.protemos.com/project-receivable/index/ cloud.protemos.com/pr On this page you can:5 KB (845 words) - 15:44, 9 February 2023
- [[File:Client invoice page (more actions)+.png|border|1070px]] ...ows emailing the invoice to the client directly from the system. After the invoice is sent, the system records the date of sending.9 KB (1,487 words) - 16:19, 9 November 2022
- To send an invoice, open the one you need, click '''"Actions"''' and then '''"Send"''': [[File:Send client invoice button.png|border|1000px]]2 KB (331 words) - 17:05, 7 September 2022
- ...an invoice, open the one you need, click '''"More actions"''' and then '''"Update"''': [[File:Update client invoice1.png|border|1070px]]2 KB (366 words) - 12:26, 16 August 2022
- ...http://cloud.protemos.com/client-payment/create/ http://cloud.protemos.com/client-payment/create]'' ...''' page which is intended for recording the payment you received from the client.2 KB (245 words) - 12:25, 13 November 2023
- [[File:Vendor invoice view.png|border|1070px]] *'''Download as PDF''' — clicking this button downloads the invoice in PDF format.7 KB (1,150 words) - 18:21, 7 November 2022
- ...[http://cloud.protemos.com/client-import/index/ http://cloud.protemos.com/client-import/index]'' Watch our video tutorial on '''how to import clients''' — [[File:YT client.png|40px|link=https://youtu.be/9oFngi3mXEc]]9 KB (1,484 words) - 10:11, 15 April 2024
- Go to the necessary client profile and click the '''"Taxes"''' tab. On this tab you can create a custom taxes set for this client.2 KB (292 words) - 12:51, 13 October 2022
- =='''Client settings'''== ...profile you need, scroll down to the '''Settings''' section, and click '''"Update"''':1 KB (231 words) - 11:50, 16 August 2022
- ''Account page: [https://cloud.protemos.com/account/view https://cloud.protemos.com/accoun On the '''Account''' page you can complete or update general information, upload the logo of your company, delete your account.3 KB (527 words) - 18:40, 5 December 2022
- ''Payment methods page: [http://cloud.protemos.com/account-payment-method/index/ http://cloud.prot Here you may also change the default payment method and terms, update, disable or delete payment methods by clicking the corresponding buttons:1 KB (232 words) - 12:03, 6 September 2022
- It will bring you to the '''"Update settings"''' page where you can select the default payment method and define in how many days [[File:Update client portal settings+.png|border|1070px]]800 bytes (123 words) - 11:55, 6 September 2022
- ...nt pools: [https://cloud.protemos.com/client-pool/index cloud.protemos.com/client-pool/index]'' ...they will only be able to see the corresponding client profiles and other client-related info from their pool and according to their role.5 KB (787 words) - 17:07, 5 December 2023
- ...k=Quick start guide to Protemos]] Back to the '''Quick Start Guide''' main page. ...rotemos.com/account/view '''company account settings''']</U>, here you can update your account info, specify the default settings, and delete the account.3 KB (548 words) - 18:14, 10 March 2023
- ...e price and how it's calculated, please check the '''<U>[[License]]</U>''' page. *'''Client''': used by clients within Enterprise accounts. Such accounts are created b36 KB (5,950 words) - 18:44, 27 December 2023
- '''For a brief system overview, please check this video:''' [[File:YT client.png|40px|link=https://youtu.be/rrG6ImhtWHQ]] ...https://cloud.protemos.com/account/create Create Account] </span> </U>''' page:64 KB (10,245 words) - 11:21, 28 February 2023
- You can create PDF templates for client invoices, vendor invoices, quotes, and job PO. You always can clone, update or delete the templates:18 KB (2,710 words) - 13:28, 24 November 2023
- '''For a brief system overview, please check this video:''' [[File:YT client.png|40px|link=https://www.youtube.com/watch?v=-vaItQijEwE]] [[File:Protemos web page.png|border|700px]]40 KB (6,336 words) - 12:37, 19 June 2023
- ''Taxes list page: [https://cloud.protemos.com/tax/index https://cloud.protemos.com/tax/index Watch our video tutorial on '''Taxes''' - [[File:YT client.png|40px|link=https://youtu.be/IHAw-yH3jJM]]14 KB (2,490 words) - 17:37, 21 September 2022
- ''Create project page: [https://cloud.protemos.com/project/create/ cloud.protemos.com/project/cre ...account administrator can disable project creation by clients in the '''[[Client portal]]''' settings if necessary.6 KB (900 words) - 17:51, 26 September 2022
- ''Client portal page: https://cloud.protemos.com/client-portal/view'' Go to '''Settings ⇾ Client portal''':1 KB (217 words) - 16:52, 15 August 2022
- This Client Manual is intended for the users registered as clients within the translati =='''How to register the client account'''==18 KB (2,821 words) - 11:19, 19 October 2022
- ''Legal entities page: https://cloud.protemos.com/branch/index'' ...gal entities. You can add a new legal entity, change default legal entity, update, delete logo, and delete the existing legal entities by clicking the corres3 KB (555 words) - 17:38, 25 February 2023
- A brief overview video of the vendor rating functionality [[File:YT client.png|40px|link=https://www.youtube.com/watch?v=fBV3pqMl4eA]] The update includes minor improvements, bug fixes, and new [https://api.protemos.com/d16 KB (2,548 words) - 11:12, 3 May 2023
