en:mr_aru_arved_maksmata
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en:mr_aru_arved_maksmata [2021/10/26 17:10] mariliis [4. Peenhäälestus] |
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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| ***Currency** - EUR (by default)\\ | ***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 | ||
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| + | |||
| + | =====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}} | ||
| Line 120: | Line 122: | ||
| - | 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]] |
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| + | 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 |
