Difference between revisions of "Vendor payment view"

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On this page you can:
 
On this page you can:
  
- View the payment details.
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—View the payment details.
  
- Delete or update the payment.
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—Delete, update or download the payment.
  
- Link or unlink invoices from the payment.
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—Link or unlink invoices from the payment.
 +
 
 +
The payment consists of several sections. Each of them is described below.
  
 
=='''Details section'''==
 
=='''Details section'''==
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Here you can update the payment details or delete it by pressing the corresponding buttons:
 
Here you can update the payment details or delete it by pressing the corresponding buttons:
  
[[File:VP buttons.png|border|900px]]
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[[File:27 .1.png|border|800px]]
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 +
*'''Download as PDF'''—downloads the payment details.
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*'''Update'''—opens the '''<u>[[Update vendor payment| Update payment]]</u>''' page where you can change the payment details.
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*'''Delete'''—deletes the payment.
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=='''Linked invoices section'''==
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 +
In this section you can unlink invoices from the payment by pressing '''"Unlink"''' button:
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 +
[[File:28.png|border|700px]]
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If the payment covered not fully, you will have the '''"Link invoices"''' button:
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 +
[[File:29.png|border|850px]]
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By clicking this button, you can link invoices with the same '''Currency''' and '''Legal entity''' to the payment.
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 +
=='''Messages'''==
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In the '''Messages''' field you can communicate with a respective vendor '''(if they use the Vendor Portal and can log in to the system)'''.
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Enter your message and press the '''"Send"''' button:
  
*'''Delete'''—deletes the payment.  
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[[File:Payment client message.png|border|500px]]
  
*'''Update'''—opens the '''<u>[[ Update vendor payment]]</u>''' page where you can change the payment details.
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A vendor will get an email when a message is sent to them.
  
 +
The same applies to the responsible for project manager, they will get emails when a vendor sends a message.
  
To delete the payment, press the "'''Delete'''" button in the upper right corner of the page:  
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You can read the message and reply straight from the email:
  
[[File:VPV update delete buttons.jpg|border|1000px]]
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[[File:Reply to this message client payment.png|border|500px]]
 
 
Pressing "'''Update'''" opens the '''<u>[[Vendor payment update|Vendor payment update page]]</u>''' on which you can change the payment details.
 
  
You can quickly unlink the invoices from the payment by pressing "'''Unlink'''" in the corresponding row:
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By pressing '''"Reply to this message"''', you will be redirected to the '''"Messages"''' field of the respective payment.
  
[[File:VPV unlink.jpg|border|1000px]]
 
 
Also, you can link uncovered invoices to the payment:
 
  
1. Show uncovered invoices by pressing "'''Show uncovered'''":
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<span style="color:blue">'''Tip:''' </span> If your vendor cannot log in to the system, you can use the '''"Messages"''' field as an option to leave notes or anything you need. But if you allow them to log in, all the messages will be visible for them.
  
[[File:VPV show uncovered button.jpg|border|1000px]]
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You also can communicate with vendors on other objects. Please check the <U>'''[[Messages|"Messages"]]'''</U> page for more details.
 
 
2. Press "'''Link'''" in the row of the invoice you want to link:
 
 
 
[[File:VPV link uncovered.jpg|border|1000px]]
 

Latest revision as of 09:51, 20 October 2020

On this page you can:

—View the payment details.

—Delete, update or download the payment.

—Link or unlink invoices from the payment.

The payment consists of several sections. Each of them is described below.

Details section

Here you can update the payment details or delete it by pressing the corresponding buttons:

27 .1.png

  • Download as PDF—downloads the payment details.
  • Update—opens the Update payment page where you can change the payment details.
  • Delete—deletes the payment.

Linked invoices section

In this section you can unlink invoices from the payment by pressing "Unlink" button:

28.png

If the payment covered not fully, you will have the "Link invoices" button:

29.png

By clicking this button, you can link invoices with the same Currency and Legal entity to the payment.

Messages

In the Messages field you can communicate with a respective vendor (if they use the Vendor Portal and can log in to the system).

Enter your message and press the "Send" button:

Payment client message.png

A vendor will get an email when a message is sent to them.

The same applies to the responsible for project manager, they will get emails when a vendor sends a message.

You can read the message and reply straight from the email:

Reply to this message client payment.png

By pressing "Reply to this message", you will be redirected to the "Messages" field of the respective payment.


Tip: If your vendor cannot log in to the system, you can use the "Messages" field as an option to leave notes or anything you need. But if you allow them to log in, all the messages will be visible for them.

You also can communicate with vendors on other objects. Please check the "Messages" page for more details.