Invoicing - Internal Cost Tracking Link for Bills to Customers
Ability to link a bill/expense to a customers invoice but not have it itemise. So you can track cost of goods per job especially for small businesses only utilizing invoicing and not having to do projects
Phil Hamilton
shared this idea
Hi Phil, it'd be good to get a bit more detail to better understand your needs from what is currently available with billable expenses.
Right now, you can assign lines of a bill directly to a customer (rather than project). When you add the items to your customers invoice you can edit the remove the item code if you don't want it directly associated to the inventory item.
Would it be more something like the idea here that you're after with more visibility of the linkage between the invoice and bill?
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Phil Hamilton
commented
Thanks Kelly it may be my lack of knowledge on the system. I can link to customers then add to invoice if required
The linkage suggested is also a great idea.
Mine is more so being able to pull a list of bills that were assigned to that customer not in a invoice. So go to contacts then a tab or report to retrieve all assigned bills/expenses with each item and total cost