Creating payments to freelancers

To create a new record of payment to freelancer:

1. Click Freelancer icon in the Freelancers section of navigation bar.

2. Click Main tab and select a freelancer whose payment you wish to enter into Projetex 7.0.

3. Click Payments tab of Freelancer window.

4. Click New button.

Payment to freelancer contains the following data:

Date Received — except for accountant's reference this date will also be used by Global Date filter. Please see Global Date Filter topic for details.

Code — payment code is generated automatically. In this code "P" character means that this is a payment, letters afterwards represent code of the freelancer and the number is the value of payments counter for this freelancer. Each freelancer has independent code counter for payments.

Volume — total amount of payment in freelancer's currency. Projetex 7.0 will calculate your revenues in your base currency according to exchange rates. See Exchange Rates topic for details.

Notes — any additional notes by accounting or other staff.

Linked with Pos — freelancer payment value can be linked with purchase orders — fully or partially. The table on Linked with Pos tab indicates how much is linked to which purchase order.

Phantom Pos are virtual purchase orders which can be used to make the payment linked, without settling any of the actual Pos. Phantom purchase orders can be used for ensuring account consistency in case the payment for some reason should not be used to cover Pos.

Saving and printing Payments from freelancer

To save payment as an RTF document, first apply changes made to this payment by clicking Apply button. Once the payment has been saved in database, RTF template controls for it will become active.

Use RTF Templates drop-down list to select the template which must be used for saving this payment in an RTF file.

Note: You can choose to save the output file in PDF or DOC format by selecting this format in Save As window with the help of Save as type drop-down list.

To edit templates for payments click menu Settings > Current user and select Templates. Templates for payments to freelancers are located at \...\Projetex 7.0\Projetex Workstation\Templates\EXPERTS\FREELANCERS\Payments\ folder.