documentation/sales/invoicing/expense.rst
2018-09-19 17:03:46 +02:00

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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.