en:mr_aru_arved_maksmata
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en:mr_aru_arved_maksmata [2021/10/26 17:12] mariliis [Meeldetuletuse saatmine Laekumata arvete aruandest] |
en:mr_aru_arved_maksmata [2021/10/31 08:43] (current) jane |
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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)// | ||
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| ====== Unpaid invoices ====== | ====== Unpaid invoices ====== | ||
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| - | =====Sending Notice Letter from Unpaid Invoices Report===== | + | =====6. Sending Notice Letter from Unpaid Invoices Report===== |
| - | To display unpaid invoices it's neccesary to select desired range of period for given invoices. It's also possible to sort invoices by days overdue. | + | 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. |
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| If Customer has more than one invoice unpaid overdue, it's possible to send one notice letter for all these invoices. | 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 neccesary to choose **Sum by Customers**. | + | For that it's neccessary to choose **Sum by Customers**. |
| Selecting checkbox "Notice" defines if this Customer will receive notice letter. | Selecting checkbox "Notice" defines if this Customer will receive notice letter. | ||
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| :!: Make sure that in Fine Tuning settings there is a possibilty to use Customer Card Datafield for sending e-mails. \\ | :!: Make sure that in Fine Tuning settings there is a possibilty to use Customer Card Datafield for sending e-mails. \\ | ||
| - | Instuctions for creating Datafields can be found here: [[en:datatyyp]] \\ | + | Instuctions for creating Datafields can be found here: [[en:datatyyp|Datafield Types]] \\ |
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| Example of datafield settings: | Example of datafield settings: | ||
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| {{:et:jane20211021-145905.png?500|}} | {{:et:jane20211021-145905.png?500|}} | ||
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| - | ======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 |
