66 lines
1.9 KiB
ReStructuredText
66 lines
1.9 KiB
ReStructuredText
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Re-invoice expenses to customers
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It often happens that your employees have to spend their personal money
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while working on a project for your client. Let's take the example of an
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consultant paying an hotel to work on the site of your client. As a
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company, you would like to be able to invoice that expense to your
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client.
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Expenses configuration
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======================
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To track & invoice expenses, you will need the expenses app. Go to
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:menuselection:`Apps --> Expenses` to install it.
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You should also activate the analytic accounts feature to link expenses
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to the sales order, to do so, go to :menuselection:`Invoicing -->
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Configuration --> Settings` and activate *Analytic Accounting*.
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Add expenses to your sales order
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From the expense app, you or your consultant can create a new one, e.g.
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the hotel for the first week on the site of your customer.
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You can then enter a relevant description and select an existing product
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or create a new one from right there.
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.. image:: media/expense01.png
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:align: center
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Here, we are creating a *Hotel* product:
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.. image:: media/expense02.png
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:align: center
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Under the invoicing tab, select *Delivered quantities* and either *At
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cost* or *Sales price* as well depending if you want to invoice the
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cost of your expense or a previously agreed on sales price.
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.. image:: media/expense03.png
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:align: center
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To modify or create more products go to :menuselection:`Expenses -->
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Configuration --> Expense products`.
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Back on the expense, add the original sale order in the expense to
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submit.
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.. image:: media/expense04.png
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:align: center
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It can then be submitted to the manager, approved and finally posted.
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.. image:: media/expense05.png
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:align: center
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.. image:: media/expense06.png
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:align: center
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.. image:: media/expense07.png
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:align: center
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It will then be in the sales order and ready to be invoiced.
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