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  • [[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. — View payables to your vendor.
    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. ...ou click '''"Create"''', the system will bring you back to the '''<u>[[Job view#Payables to vendor|Payables to vendor]]</u>''' section of the job.
    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
  • ...[http://cloud.protemos.com/client-invoice/index/ cloud.protemos.com/client-invoice/index]'' On this page you can:
    3 KB (523 words) - 17:09, 7 September 2022
  • ...[http://cloud.protemos.com/client-payment/index/ http://cloud.protemos.com/client-payment/index]'' On this page you can:
    3 KB (499 words) - 17:11, 7 September 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
  • ''Vendor payments list page: [http://cloud.protemos.com/vendor-payment/index/ http://cloud.protemos.com On this page you can:
    4 KB (617 words) - 11:57, 12 September 2022
  • 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
  • ...mos.com/report/client-income-by-invoices/ http://cloud.protemos.com/report/client-income-by-invoices]'' To view the '''Monthly income per client by invoices''' reports, go to '''Reports → Clients → Income by invoices
    2 KB (278 words) - 11:09, 22 August 2022
  • To enter a discount and/or an extra charge for the invoice, click '''"Actions"''' and then "'''Discount & Extra charge'''": [[File:Client invoice discount and extra charge.png|border|500px]]
    564 bytes (94 words) - 14:33, 13 September 2022
  • ...k=Quick start guide to Protemos]] Back to the '''Quick Start Guide''' main page. '''There are 2 ways of adding clients on''' the [https://cloud.protemos.com/client/index <U>'''Clients list'''</U>]:
    1 KB (230 words) - 16:26, 28 February 2023
  • ...k=Quick start guide to Protemos]] Back to the '''Quick Start Guide''' main page. - Your own <U>[https://cloud.protemos.com/account/view '''company account settings''']</U>, here you can update your account info,
    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 b
    36 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. [[File:Client invoice pdf templates+.png|border|1070px]]
    18 KB (2,710 words) - 13:28, 24 November 2023

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