Clients receivables list

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Clients receivables page: http://cloud.protemos.com/project-receivable/index



On this page, you can:

- View all the receivables from the clients and search them with filters

- Create invoices for all receivables or only for the selected receivables

- Open receivables or go to client profiles and projects related with them

- Export data to Excel

Search receivables with filters

By default, you can see all the receivables in your database, 200 per page.

If you want to hide or display some jobs from the list, you may apply filters.

You can hide or display filter fields by pressing the Filter arrow gray.jpg button in the upper right corner:

W Client receivables filter.jpg

So you can enter the data into the appropriate fields and press "Apply" button, see example:

W CRL filter is applied.jpg

As you can see, the filter header turns red. It means that the filter is applied.

You may collapse (hide) the filter interface by pressing the Filter arrow red.jpg button.

Please remember the collapsed filter remains activated, and it is clearly indicated by the red color.

You can expand the collapsed filter back by pressing the Filter arrow red.jpg button again.

Please note that the applied filter is remembered, so it will remain even if you leave the page.

To inactivate the filter, press “Clear” button. The header color will turn to gray, which means that no filter is currently applied.

Receivables filters description

  • Receivable code — displays only the receivables with the specified symbols in the code.
  • PO number — displays only the receivables with the entered PO number.
  • Client — displays only the receivables for the selected client.
  • No PO number — displays only the receivables with no PO number entered.
  • No invoice — displays only the receivables with no invoice.
  • Project name — displays only the receivables for the projects with the specified name.
  • Primary manager — displays only the receivables for the projects added by a specific primary manager.
  • Project statuses — displays only the receivables for the projects with the specified statuses (Active, Completed, Canceled).
  • Project deadline date — displays only the receivables for the projects with the deadlines within the specified deadline range.

Create invoice

Invoice selected

1. To create an invoice for a client, select the desired rows and press the "Invoice selected" button:

Invoice client receivable.jpg

2. The system will create the invoice and will display the "Client invoice" page:

Client invoice details section new.jpg

For more detailed information, please see the Client invoice view page.

Invoice all

By pressing the "Invoice all" button you can invoice all receivables which have not been invoiced:

W CRL invoice all button.jpg

It will bring you to the "Client invoices" page.

Here you can see how many invoices have been successfully created and view them all:

W CIL after invoice all pressing.jpg

Invoice all by filter

You may also invoice all receivables selected by certain filters.

For instance, you can invoice all receivables only from a specific client.

To do so, please filter the receivables by the necessary client and press "Invoice all":

W invoice by filter filter applied.jpg

The system will create invoices and will display the "Client invoices" page.

Here you may see how many invoices have been successfully created and view them all:

W invoice by filter filter CIL.jpg

Open receivables, related client profiles, and projects

You can click items in the tables to open corresponding pages:

W CRL opening by clicking items.jpg

Code opens the Finance tab of the corresponding project which contains receivable with this code.

Invoice opens corresponding Client invoice view page.

Client opens corresponding Client view page.

Project opens corresponding Project details page.

Tip: Protemos supports multiple windows. So you may open the link in the new window by holding "Shift" while clicking.

Export to Excel

You can export all the displayed table of client receivables to Excel by pressing “Export to Excel” button over the upper right corner of the table:

W CRL export to excel button.jpg

Note: The exported file will contain the filtered records from all the pages of the table, not just the ones displayed on the first page.