Cost handling for invoices
Create a cost item directly from an incoming invoice, link it to a customer project, and the costs flow into the next outgoing invoice automatically.
Pass external services on
teamspace lets you onward-bill external services. From an incoming invoice you can create a cost handling that turns the amount into a cost element, link it to a customer project — and the cost flows into the next outgoing invoice automatically via the order.
Capturing the incoming invoice
For mail receipt, the e-invoice arrives as an attachment. Create the incoming invoice from it — e-invoice data is read automatically. If the invoice doesn’t come via mail, create the document in the system and attach the e-invoice via drag & drop.
Once master data is right, the incoming invoice is created, and individual positions are stored via a standard incoming article.
Alternatively, capture incoming invoices via the quick expense entry. A cost element is created and linked to the invoice in one step — fast for one-position receipts.
Cost handling per element
Choose how the cost is passed on to the customer:
- No charging — the cost is not passed on.
- Manual charging — billable amount set manually.
- Via the cost element — passed on one-to-one.
- Via the price list — billable amount per article price in the order’s price list.
- Via the order position — amount derived from the position the cost flows into.
Transparent overview
The Costs tab on the order shows all costs queued for the next invoice. For full transparency, generate a cost statement that ships with the invoice — similar to an activity record.
Read on
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