en:mr_aru_arved_maksmata
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en:mr_aru_arved_maksmata [2021/10/26 17:08] mariliis [1. Filtreeringud ja filtreeringuvalikud] |
en:mr_aru_arved_maksmata [2021/10/31 08:41] jane [Unpaid invoices] |
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| - | FIXME **This page is not fully translated, yet. Please help completing the translation.**\\ //(remove this paragraph once the translation is finished)// | + | ====== Unpaid invoices - Report ====== |
| - | + | ||
| - | ====== Unpaid invoices ====== | + | |
| Report Unpaid invoices shows invoices with balance (partially/ fully unpaid or overpaid) according to selected filters. | Report Unpaid invoices shows invoices with balance (partially/ fully unpaid or overpaid) according to selected filters. | ||
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| ***Sorted by** - Possibility to sort report by - //Number, Customer code, Time, Salesman, Balance, Due date, Customer Name// \\ | ***Sorted by** - Possibility to sort report by - //Number, Customer code, Time, Salesman, Balance, Due date, Customer Name// \\ | ||
| - | ***Sum** - Groups values by selection. Option Sum by Customers gives possibility to filter clients. If selection **Customers** is applied then pressing Report button will show only selected customers. Pressing **Mail** button will send the | + | ***Sum** - Groups values by selection. Option Sum by Customers gives possibility to filter clients. If selection **Customers** is applied then pressing Report button will show only selected customers. Pressing **Mail** button will send the e-mail only to selected customers. Default notice selection is active (tick marked) if the parameter "Notice letter" is activated on customer card.\\ |
| - | e-mail only to selected customers. Default notice selection is active (tick marked) if the parameter "Notice letter" is activated on customer card.\\ | + | |
| ***Balance** - Default option, additional option is //Balance with Fine// \\ | ***Balance** - Default option, additional option is //Balance with Fine// \\ | ||
| ***Contact occupation** - Invoice's Contact occupation. Can be chosen form predefined occupations. Settings can be found from ''Main Menu > Settings > Personnel Settings > Positions'' \\ | ***Contact occupation** - Invoice's Contact occupation. Can be chosen form predefined occupations. Settings can be found from ''Main Menu > Settings > Personnel Settings > Positions'' \\ | ||
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| - | =====2. Valikud===== | + | =====2. Options===== |
| - | ***Kliendihaldur** - kuvab kliendikaardil halduri koodi | + | |
| - | ***Lubamatud** - näidatakse neid laekumata arved, mis on suurema maksetähtajaga kui kliendikaardil seadistatud | + | |
| - | ***Ainult ületähtaja laekumata arved** - näidatakse ainult neid laekumata arved, mis on ületähtaja | + | |
| - | ***Tasemed** - lükkab objektid taseme järgi laiali | + | |
| - | ***Sündmused** - kuvab arvega seotud sündmused | + | |
| - | ***Kl. saldo** - kliendi saldo | + | |
| - | ***Aadressid** - kuvab aruandesse kliendi aadressi | + | |
| - | ***Kommentaar** - kuvab aruandesse arve kommentaari ja sisekommentaari | + | |
| - | ***Regnr** - kuvab aruandesse kliendi registreerimisnumbri nime järgi tulpa | + | |
| - | ***Hoiatused** - kuvab aruandesse kliendi hoiatused | + | |
| - | ***Projekt** - kuvab projekti tulba enne summa tulpa | + | |
| - | ***Ainult ettemaksuarveid** - kuvab ainult ettemaksuarveid | + | |
| - | ***Ainult maksegraafikuga arveid** - kuvab ainult arveid, millel on maksegraafik | + | |
| - | =====3. Lingid===== | + | ***Account Manager** - Shows Account Manager (from the customer card) in the report \\ |
| - | ***Arve number** - avab müügiarve | + | ***Forbidden** - Unpaid Invoices that have longer payment term than indicated on Customer Card will be shown\\ |
| - | ***Klient** - avab kliendi kaardi | + | ***Only overdue Invoices** - Only overdue Invoices will be shown in the report\\ |
| - | ***Saldo** - avab kliendi saldo | + | ***Levels** - Divides invoices by object levels\\ |
| + | ***Events** - Shows events related to invoice\\ | ||
| + | ***Cust. balance** - Shows customer balance\\ | ||
| + | ***Addresses** - Shows customer addresses\\ | ||
| + | ***Comment** - Shows invoice's Comment and invoice's Int Comment\\ | ||
| + | ***Reg No** - Shows customer's Registration Number from customer card\\ | ||
| + | ***Warnings** - Shows Warnings from Customer Card\\ | ||
| + | ***Project** - Shows project code of invoice\\ | ||
| + | ***Only prepayment Invoices** - Shows only prepayment Invoices\\ | ||
| + | ***Only with payment schedule** - Shows only invoices with payment Schedule\\ | ||
| - | =====4. Peenhäälestus===== | + | =====3. Links ===== |
| + | ***Invoice Number** - Opens Invoice\\ | ||
| + | ***Customer** - Opens Customer Card \\ | ||
| + | ***Balance** - Opens Customer Balance\\ | ||
| - | ***Seadistus{{:et:peenh22lestus_ikoon.png?|}}** - Võimalus valida oma personaalseid seadistusi. | + | =====4. Fine Tuning===== |
| - | ***Exceli tabel {{:et:excel_ikoon.png?|}}**(kiirkäsklus F12 või Alt+E) – valikud Hankija infoga (nagu aruandes), tabelina (võimaldab kombineerida aruande infot tulpades). | + | ***Setting {{:et:peenh22lestus_ikoon.png?|}}** - Possibility to choose personal settings\\ |
| - | ***Salvesta aruanne {{:et:aruanne_ikoon.png?|}}**(kiirkäsklus Alt+A) – Salvesta aruanne kasutajamenüüsse enda valitud nimetusega. | + | ***Excel sheet {{:et:excel_ikoon.png?|}}**(shortcut F12 or Alt+E) - Opens report in Excel\\ |
| + | ***Save Report {{:et:aruanne_ikoon.png?|}}**(shortcut Alt+A)- saves report to User Menu\\ | ||
| - | ***Näita viivist** - näitab arvetelt arvestatud viivist | ||
| - | ***Tähtaeg kuvatakse kuupäevana** - valituna näidatakse kuupäeva, vaikimisi näidatakse, mitu päeva on laekumise tähtajani või üle tähtaja | ||
| - | ***Näita graafiku saldot** - arvel maksegraafiku olemasolul näitab maksegraafikujärgset laekumata saldot | ||
| - | ***Näita graafiku ridu** - arvel maksegraafiku olemasolul näitab maksegraafiku ridu, mis peaks olema perioodi vahemikus laekunud | ||
| - | ***Kuva saadetud kirjad kliendi lõikes vaates** - näitab "Kokku: Kliendi lõikes" vaates vastavas veerus kuupäevi, millal on eri tüüpi kirju kliendile saadetud | ||
| - | ***Üle tähtaja arvestab graafiku kuupäevi** - maksegraafikujärgsed osamaksed arvestavad filtrit "Ainult ületähtaja laekumata arved" ja Ületähtaja valitud kuupäevade vahemikku | ||
| - | ***kliendi lisaväli, kus on arve saaja meil** - enda seadistatud lisaväli, kuhu on kirjutatud müügiarve saaja email. Sellele meilile lähevad märgukirjad kliendile. | ||
| - | ***Valuuta** - EUR (vaikimisi) | ||
| + | ***Show penalty** - Shows penalty calculated from unpaid Invoices \\ | ||
| + | ***Show due date as date** - Due date will be shown as a date, by default number of days till payment date is shown\\ | ||
| + | ***Show graph balance** - Shows payment graph of unpaid balance\\ | ||
| + | ***Show graph rows** - Shows payment graph rows that should be paid in the selected period\\ | ||
| + | ***Display sent mails when sum by customers view** - Shows dates when notice letters have been sent to customer in corresponding column\\ | ||
| + | ***Overdue uses graph dates** - Payment graph for partial payments will consider selection "Only overdue invoices"\\ | ||
| + | ***Customer datafield with invoice receiver e-mail** - Predefined Customer Card datafield, where invoice receiver e-mail address is set. Notice letters will be sent to that address\\ | ||
| + | ***Currency** - EUR (by default)\\ | ||
| - | =====5. Nupud===== | + | =====5. Buttons===== |
| - | ***Meili meeldetuletus** - saadab klientidele valitud meeldetuletuse väljatrüki meiliga, kui kliendikaardil on meiliaadress olemas. | + | |
| - | ***Trüki** - trükib valitud meeldetuletuse väljatrüki | + | |
| - | ***Meili arved** - saadab arved klientidele meiliga, kui kliendikaardil on meiliaadress olemas (väljatrüki valimise võimalus) | + | |
| - | ***Trüki arved** - trüki valitud arved (väljatrüki valimise võimalus) | + | |
| - | ***Väljatrüki valik** - rippmenüüs kuvatavad mallid on kujundatavad | + | |
| - | + | ||
| - | ======Meeldetuletuse saatmine Laekumata arvete aruandest===== | + | |
| - | Selleks, et näha teatud perioodis laekumata arveid, tuleb valida vastav ajavahemik, mille sisse arved peavad jääma. Samuti saab arveid sorteerida ületähtaja läinud päevade järgi. | + | ***Mail Notice** - Sends selected print layout to customers, if e-mail address is set on customer card |
| + | ***Print** - Prints selected print layout | ||
| + | ***Mail Invoices** - Sends invoices to customers, if e-mail address is set on customer card (Possiblity to choose print layout) | ||
| + | ***Print Invoices** - Prints invoices (Possiblity to choose print layout) | ||
| + | ***Print layout selection** - Print layouts shown in the selection, which are editable | ||
| + | |||
| + | |||
| + | =====6. Sending Notice Letter from Unpaid Invoices Report===== | ||
| + | |||
| + | To display unpaid invoices it's neccessary to select desired range of period for given invoices. It's also possible to sort invoices by days overdue. | ||
| {{:et:jane20211021-132236.png}} | {{:et:jane20211021-132236.png}} | ||
| - | Kui kliendil on mitu arvet ületähtaja ja laekumata, siis nende kohta saab saata ühe meeldetuletuskirja. Selle jaoks tuleb valida aruandes **Kokku: Kliendi lõikes**. Linnuke kastis **Kiri** määrab ära, kas sellele kliendile saata meeldetuletuse meil või mitte. | + | If Customer has more than one invoice unpaid overdue, it's possible to send one notice letter for all these invoices. |
| + | For that it's neccessary to choose **Sum by Customers**. | ||
| + | Selecting checkbox "Notice" defines if this Customer will receive notice letter. | ||
| {{:et:jane20211021-152259.png}} | {{:et:jane20211021-152259.png}} | ||
| - | Meeldetuletusmeili saatmiseks tuleb valida rippmenüüst sobiv väljatrükk ning vajutada **Meili Meeldetuletus** nuppu. Eelvaadet saab näha **Trüki** nupu alt. | + | Select suitable print layout for sending Notice Letter and press **Mail Notice** button. Preview can be seen by pressing "Print". |
| {{:et:jane20211021-152517.png}} | {{:et:jane20211021-152517.png}} | ||
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| - | E-mail läheb kliendikaardil märgitud meilile. | + | E-mail will be sent to the address set on the Customer Card. |
| - | :!: Jälgi, et peenhäälestuse alt on valitud kliendi lisaväli, kus on e-mail märgitud\\ | + | :!: Make sure that in Fine Tuning settings there is a possibilty to use Customer Card Datafield for sending e-mails. \\ |
| - | Lisaväljade loomise juhend [[et:datatyyp]] \\ | + | Instuctions for creating Datafields can be found here: [[en:datatyyp|Datafield Types]] \\ |
| \\ | \\ | ||
| - | Lisavälja loomise näide :\\ | + | Example of datafield settings: |
| {{:et:jane20211021-145905.png?500|}} | {{:et:jane20211021-145905.png?500|}} | ||
| \\ | \\ | ||
| - | ======Maksegraafiku esitamine aruandes===== | + | =====7. Showing Payment Graph in Report===== |
| - | Maksegraafiku kohta saab lugeda [[et:yld_maksegraafik|Maksegraafik]]\\ | + | |
| - | Arvega seotud maksegraafiku info (graafik, graafikujärgne saldo) esitamiseks tuleb aruande peenhäälestuse alt märkida **Näita graafiku ridu**, **Näita graafiku saldot** ja **Üle tähtaja arvestab graafiku kuupäevi**: | + | More information about Payment Graph can be found here: [[en:yld_maksegraafik|Payment Graph]] |
| + | |||
| + | To see information about invoice payment graph it's neccessary to choose **Show graph balance**, **Show graph rows** and **Overdue uses graph dates** : | ||
| {{:et:jane20211021-150113.png?400|}} | {{:et:jane20211021-150113.png?400|}} | ||
| - | Seejärel ilmuvad aruandesse ka graafiku read ning graafiku saldo: | + | Graph balance and graph rows will be shown in the report: |
| {{:et:jane20211021-131423.png}} | {{:et:jane20211021-131423.png}} | ||
| \\ | \\ | ||
| - | Graafiku read näitavad, millised osamaksed on laekumata aruande filtri **Aeg** suhtes. Graafiku saldo näitab graafiku ridade saldot kokku filtri **Aeg** suhtes. Tulp **Saldo** näitab arve kogu saldot sõltumata ajast. | + | Graph rows show which rows are unpaid according to the report **Period**. Graph balance shows the sum of balance of graph rows according to the report **Period**. Column Invoice Balamce shows invoice total balance not depending on report period. |
| - | :!: Meeldetuletuse väljatrükke saab koostada lisades graafikujärgsed tasumisread. | + | :!: Notice Letter print layouts can be created with graph rows included |
