Available in Sage 50 Premium Accounting and higher.
To bill customers for recorded expense tickets, do the following:
Enter or select the customer you want to invoice for the recorded expenses.
Note: To apply expense tickets to a sales invoice, you must have selected the customer ID in the Expense Tickets window when you created the expense ticket. To apply expense tickets completed for a job, you must have entered the customer's ID in the For Customer field in the Maintain Jobs window or selected a phase or cost code associated with a job for this customer.
To consolidate the tickets that are listed, select an option from the Consolidate by drop-down list.
Consolidation will combine separate items into one line item on the invoice based on your consolidation method.
To apply a ticket to the sales invoice, select the Use check box.
To select a range of tickets that need to be applied to this invoice, select the Use button, which will display the Select Tickets to Use window. Select OK.
To write up or write down the expense ticket amount, manually change the invoice amount.
To write up or write down a group of tickets by a common dollar amount or a percentage, select the Write Up button. Sage 50 displays the Select Tickets to Write Up/Down window. 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.
To insert each ticket description as the line-item description on the invoice, select the Use Ticket Description for Invoicing option. To insert the associated ticket's charge-item description as the line-item description on the invoice, select the Use Item Description for Invoicing option
The options for ticket description or item description are available only if No Consolidation is selected.
When you have finished making your selections to apply to the invoice, select OK to return to the invoice.
Expense tickets display 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 for your customer.