General information
Usually, a third-party invoice is created if the agency offers the services provided by a supplier as part of an estimate, but if the client pays the supplier him-/herself. Subsequently, the third-party service and cost is not included in the agency’s invoice.
Preconditions
- In “Finances” > “Settings”: “Billing type” (click here for more details) is set to “Client pays third party invoices directly” or “Client pays third party invoices via agency”
Steps
- Go to “Finances” > “Incoming Invoice”
- Use the filtering options to select the relevant job the third party invoice should be connected with
- Next, you can either (1) click the button “New” at the end of the page or (2) drag and drop an invoice (such as a scanned copy of a receipt) onto the page to create a new incoming invoice
- A new window is opened in which you can specify several details:
- “Supplier” (HINT: you can quickly add a new supplier by clicking the green plus icon in the supplier text field) and “Invoice number” are mandatory
- (1) Select “Third party invoice” from the drop-down “Invoice type”
- (2) At the bottom of the page, specify “Cost type”, “Job” and the “Net amount”
- (3) Finally, click “Save”