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Let's take the example of an +employee paying a parking spot for a meeting with your client. As a +company, you would like to be able to invoice that expense to your +client. + +In this documentation we will see two use cases. The first, very basic, +consists of invoicing a simple expense to your client like you would do +for a product. The second, more advanced, will consist of invoicing +expenses entered in your expense system by your employees directly to +your customer. + +Use case 1: Simple expense invoicing +==================================== + +Let's take the following example. You are working on a promotion +campaign for one of your customers (``Agrolait``) and you have to print a +lot of copies. Those copies are an expense for your company and you +would like to invoice them. + +Configuration +------------- + +In order to sell services and to send invoices, you need to install the +**Sales** application, from the **Apps** icon. + +.. image:: media/reinvoice01.png + :align: center + +Create product to be expensed +----------------------------- + +You will need now to create a product called ``Copies``. + +From your **Sales** module, go to :menuselection:`Sales --> Products` +and create a product as follows: + +- **Product type**: consumable + +- **Invoicing policy**: on delivered quantities (you will manually + set the quantities to invoice on the sale order) + +.. image:: media/reinvoice02.png + :align: center + +Create a sale order +------------------- + +Now that your product is correctly set up, you can create a sale order +for that product (from the menu :menuselection:`Sales --> Sales Orders`) +with the ordered quantities set to 0. +Click on **Confirm the Sale** to create the sale +order. You will be able then to manually change the delivered quantities +on the sale order to reinvoice the copies to your customer. + +.. image:: media/reinvoice03.png + :align: center + +Invoice expense to your client +------------------------------ + +At the end of the month, you have printed ``1000`` copies on behalf of your +client and you want to re-invoice them. From the related sale order, +click on **Delivered Quantities**, manually enter the correct amount of +copies and click on **Save**. Your order line will turn blue, meaning that +it is ready to be invoiced. Click on **Create invoice**. + +.. note:: + The total amount on your sale order will be of 0 as it is computed on + the ordered quantities. It is your invoice which will compute the + correct amount due by your customer. + +The invoice generated is in draft, so you can always control the +quantities and change the amount if needed. You will notice that the +amount to be invoiced is based here on the delivered quantities. + +.. image:: media/reinvoice04.png + :align: center + +Click on validate to issue the payment to your customer. + +Use case 2: Invoice expenses via the expense module +=================================================== + +To illustrate this case, let's imagine that your company sells some +consultancy service to your customer ``Agrolait`` and both parties agreed +that the distance covered by your consultant will be re-invoiced at +cost. + +Configuration +------------- + +Here, you will need to install two more modules: + +- Expense Tracker + +- Accounting, where you will need to activate the analytic accounting + from the settings + +.. image:: media/reinvoice05.png + :align: center + +Create a product to be expensed +------------------------------- + +You will now need to create a product called ``Kilometers``. + +From your **Sales** module, go to :menuselection:`Sales --> Products` +and create a product as follows: + +- Product can be expensed + +- Product type: Service + +- Invoicing policy: invoice based on time and material + +- Expense invoicing policy: At cost + +- Track service: manually set quantities on order + +.. image:: media/reinvoice06.png + :align: center + +Create a sales order +-------------------- + +Still from the Sales module, go to :menuselection:`Sales --> Sales Orders` +and add your product **Consultancy** on the order line. + +.. tip:: + If your product doesn't exist yet, you can configure it on the fly + from the SO. Just type the name on the **product** field and click + on **Create and edit** to configure it. + +Depending on your product configuration, an **Analytic Account** may have +been generated automatically. If not, you can easily create one in order +to link your expenses to the sale order. Do not forget to confirm the +sale order. + +.. image:: media/reinvoice07.png + :align: center + +.. note:: + Refer to the documentation :doc:`../../../accounting/others/analytic/usage` + to learn more about that concept. + +Create expense and link it to SO +-------------------------------- + +Let's assume that your consultant covered ``1.000km`` in October as part +of his consultancy project. We will create a expense for it and link +it to the related sales order thanks to the analytic account. + +Go to the **Expenses** module and click on **Create**. Record your expense +as follows: + +- **Expense description**: Kilometers October 2015 + +- **Product**: Kilometers + +- **Quantity**: 1.000 + +- **Analytic account**: SO0019 - Agrolait + +.. image:: media/reinvoice08.png + :align: center + +Click on **Submit to manager**. As soon as the expense has been validated +and posted to the journal entries, a new line corresponding to the +expense will automatically be generated on the sale order. + +Invoice expense to your client +------------------------------ + +You can now invoice the invoiceable lines to your customer. + +.. image:: media/reinvoice09.png + :align: center + +.. seealso:: + * :doc:`support` + * :doc:`time_materials` + * :doc:`milestones` + * :doc:`../products/delivery` \ No newline at end of file