Client payment creation

From Protemos Wiki
Jump to: navigation, search

Client payment creation page:

This page is intended for recording the payment you received from the client.

First of all, you need to select the client from the list:

New payment from client client selection.jpg

If the client pays in several currencies, you may also need to select the currency:

New payment from client currency creation.jpg

Once the client and currency are selected, the system looks for the unpaid invoices and displays them in the bottom of the page:

New payment from client uncov invoices.jpg

You can select the invoices which have been paid by the client. As you change the selection, the following fields change:

New payment from client amounts.jpg

Amount due of linked invoices - this field shows the total amount in the invoiced you've linked with the payment.

Amount - this field is for entering the actual payment. So, if it differs from “Amount due of linked invoices” you can edit it manually.

Pressing the "Save" button brings you to the page of newly created payment.