Uitgaven herfactureren naar klanten

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 a consultant paying for a 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.

Declaratie configuratie

To track & invoice expenses, you will need the expenses app. Go to 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 Invoicing ‣ Configuration ‣ Settings and activate Analytic Accounting.

Voeg declaraties toe aan uw verkooporder

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.

Hier maken we een Hotel product:

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.

To modify or create more products go to Expenses ‣ Configuration ‣ Expense products.

Back on the expense, add the original sale order in the expense to submit.

Het kan hierna ingediend worden bij de manager, goedgekeurd worden en geboekt worden.

Het komt dan op de verkooporder en is klaar om te factureren.