![]() Check the Copy Expense Memos to Invoices box and then click Save.Many contracts allow for some or all expenses incurred to be charged back to the client it’s a convenient way for the IT contractor to insure themselves against the possibility of unexpected additional expenditure during the contract’s execution. To set this preference, go to Setup > Accounting > Preferences > Accounting Preferences > Time & Expenses. You can also set a preference for invoices to include memos entered on billable expenses. This preference is dependent on the Bill Costs to Customers feature. The Expenses Billable by Default preference is enabled at Setup > Accounting > Preferences > Accounting Preferences > Time & Expenses subtab. Then, when you select a customer on an item line of a purchase transaction, the Billable box is automatically checked. You can also enable the Expenses Billable by Default preference to check the Billable box by default when you are entering purchase orders. Now, this expense can show on the Billable Expenses subtab of the customer bill. Identify the customer or project and check the Billable box.Ĭomplete additional fields on the credit card transaction as necessary. On the Expenses subtab of the credit card transaction, select the expense you want to bill to the customer. For more information, read Entering Company Credit Card Charges. To bill expenses to customers using credit card transactions:Įnter a credit card transaction to pay a vendor for the expense you want to bill to a customer. When you have created the invoice or cash sale, the customer is billed for the expense. If you track class, department, and location at the line-item level, you can change these settings for this billable item. ![]() For more information, see Cash Sales.įor more information about creating a cash sale, read Entering a Cash Sale. To create a cash sale, go to Billing > Sales > Enter Cash Sales. To create an invoice, go to Billing > Sales > Create Invoices.įor more information about creating an invoice, read Creating an Invoice. Click Mark All or Unmark All to check or clear all expenses that show on the subtab. When you create an invoice, apply the appropriate billable expense on the Billable Expenses subtab. To bill a purchase order, go to Transactions > Purchases/Vendors > Bill Purchase Orders.įor more information, read Billing a Purchase Order With Advanced Receiving.Īfter the purchase order is billed, this expense can show on the Billable Expenses subtab of the customer bill.Įnter an invoice or cash sale to bill the customer for the billable expense. The bill for the billable expense must identify the customer or project and have the Billable box checked. ![]() To enter a purchase order for a billable expense, go to Transactions > Purchases/Vendors > Enter Purchase Orders.įor more information about purchasing billable expenses, read Entering a Purchase Order.īill the purchase order that includes the expense you want to bill to a customer. ![]() You must bill the purchase order before you can bill the customer for the billable expense. ![]()
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