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