I am trying to figure what would be a good workflow for this situation.
A vendor bill comes in, for lets say a transport that we need to re-invoice to a Customer. (There is no sales order yet which covers this)
Ideally we just keep track of these costs and invoice this Customer once a month or so for all the accumulated costs (services/products).
My first though would be that from the screen where we enter the Vendor bill i can add an invoice line to a new/exisiting Sales order for a customer.
Is this the correct way ?
I understand that you want to simply "expense" products to a client - but isn't that the very definition of running a business?
The correct answer is to receive the products - even as "general goods" - and then invoice the client for "general goods".
Or you could use the expense module - but it is designed more for employee expenses.
Yes, but let's say this is a transport, so it is not a product that we can 'receive'. If it were that, then we need to add it through the whole sales flow.
What i mean is more like billing hours to a customer, and then send out the invoice once a week.
I want to add items to an open sales order, when i receive an invoice/vendor bill and see that a line in that is re-invoiceable to a customer.