- From the Tasks
menu, select Sales/Invoicing.
Sage 50 displays the Sales/Invoicing window.
-
Enter or select the customer you want to invoice for the expenses
incurred for a job.
If this customer is associated with a job and you have entered related
job expense transactions, you can apply reimbursable expenses to the invoices. How do I do this?
Note: To use
reimbursable expenses, you must have entered the customer's identification
in the For Customer field in the Maintain Jobs window or selected a phase
or cost code associated with a job for this customer.
- Select the Apply
tickets/expenses link to include job-expense transactions related
to this customer on the invoice.
Sage 50 lists all unused reimbursable expense transactions (purchases,
payments, or payroll) associated with jobs for this customer.
- If you would like to see the detailed description
of the transaction, select the transaction; then select the Detail
button. Sage 50 displays the Reimbursable
Expense Detail window. Select OK
when finished.
- Choose a sort method from the Sort
List By drop-down list. You can sort the reimbursable expense transactions
listed in this window using several different methods. This can be useful
when consolidating expenses.
-
To consolidate the reimbursable expense transactions that are listed,
select an option from the Consolidate
by drop-down list.
This determines the organization of the selected line items on the
invoice. Consolidation will combine separate items into one line item
on the invoice based on your consolidation method.
-
To apply the reimbursable expense item to the sales invoice, select
the Use check box.
To select a range of reimbursable expense transactions that need
to be applied to this invoice, select the Use
button, which will display the Select
Reimbursables to Use window. You can select reimbursable expense transactions
to apply based on the following criteria: all reimbursable expenses, by
job, by item, or by date range. After choosing your selection filter,
select OK.
-
If you do want the reimbursable expense to no longer appear in this
window again, select the Delete
check box.
To select a range of reimbursable expenses to remove for this customer,
select the (Select to) Delete Expenses
button, which will display the Select
Reimbursables to Delete window. You can select reimbursable expense
transactions to remove using the following criteria: all jobs, by job,
by item, or by date range. After choosing your selection filter, select
OK.
Note: When a
reimbursable expense transaction for a job is deleted, you only remove
its eligibility for use in Sales/Invoicing. The actual transaction will
not be deleted. Also, once a reimbursable expense is removed in this window, it can no longer be applied to any future
sales invoice, even if you delete this invoice.
- To write up or write down the expense, manually
change the invoice amount.
-
To write up or write down a group of expenses by a common dollar
amount or a percentage, select the Write Up
button. Sage 50 displays the Select
Reimbursables to Write Up/Down window. You can specify which items
to write up (all items, by job, by item, or date range). Enter the write-up
figures in the boxes provided, and select OK.
You can write up line items by a common dollar amount or a percentage.
If you want to give the customer a discount, enter a negative percentage.
- If you want to apply time tickets associated with
this customer,
select the Time Tickets tab. (Sage 50 Premium Accounting and higher) If
you want to apply expense tickets, select the Expense
Tickets tab.
-
When you have finished making your selections to apply to the invoice,
select OK to return to the invoice.
Time tickets, expense tickets, and reimbursable expenses selected
to use appear as individual line items in the invoice based on the consolidation
method and write up/down amounts. You can manually enter or change line
descriptions to identify the billed transaction to your customer.
Step-by-step instructions