Create client payment

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New payment from client page: http://cloud.protemos.com/client-payment/create


To start creating a payment, press the "New Payment" button:

Client payments new button.png

It will open the New payment from client page which 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 details.png

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

Once the client and currency are selected, the system looks for the unpaid invoices and displays them in the Uncovered invoices section where you can select the invoices which have been paid by the client:

Cl payment uncovered inv section 1.png

As you change the selection, the values of the following fields change accordingly:

Cl payment details linked value change.png

  • Amount due on linked invoices—this field shows the total amount in the invoiced you've linked with the payment.
  • Amount—this field is intended for entering the actual payment amount. So, if it differs from Amount due on linked invoices you can edit it manually.

Having selected the invoices to be covered by this payment, press "Save" to record it:

Cl payment uncovered inv section.png

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