From ISP admin

History of settlements made

History of settlements made for the individual client. The history may be displayed for all, for cashless payments, or cash payments. The division according to the invoicing groups is also possible.

Display

Displaying of the history of settlements for the individual invoicing groups. If you have only one invoicing group created, there will be no selecetion displayed. Specific invoicing groups display only at the number of two or more.

The invoicing groups settings is possible in Billing / Settings / Invoicing groups, where you can define new or edit the current invoicing groups. Select the invoicing group according to the circle of clients for who you wish to display the history of payments.

Year

The option for displaying the specific year to show the history of payments.

Month

A detailed definition of the time period to show the history of payments.

Type of payment

All payments, Cashless payments, Cash payments.

Date of settlement

The day when the settlement was entered into the system.

Variable symbol

The issued invoice number, under which it appears in the system.

Specific symbol

Identical with the client number, identifies the user.

Client

The name and surname of the client. Upon clicking, the client card will appear, where you can then bill the additional items also separately.

Received

The name of the person who received the payment.

Sum

The price for the chared settlement.

Show the invoice

The preview of a specific invoice in the pdf format.

Show summary of settlements in PDF

This summary appears on every screen of the history of payments. The displaying overview changes, however, according to selected parametres such as the invoicing group, year, month, or according to selecting cashless payment, cash payment, or all payments.