I would create an expense sheet and enter in the information related to the invoice there. You can create a custom field to track the sales tax to track that separately. We have default reports in the "Budget" section of the reporting module such as "Customer Billing" that will factor in expenses as well, which will help in charging those back to customers. You can also attach the invoices to expense sheets (or projects) so you have a physical record in addition to noting the amounts in the expense sheets.
Expenses & Invoices V6
If I have an invoice from a vendor that needs to be assigned to the project how should this be entered into Clarizen, these can be random charges for external consultations or costs for printing additional resources from the library. Also how do you assess a sales tax against them and have this show when you are printing a report. We regularly receive invoices from external sources where we are getting products or services and need to charge back these costs to the customers against the projects. Your help is appreciated.
I am attaching an invoice we would receive from a client..
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