Cost processing for an invoice

Charge external services

With teamspace, you can invoice external services to your customers quickly and conveniently. To do this, you have the option of creating a cost settlement from an incoming invoice. The invoice amount is converted into an independent cost element that you can link to a customer project. These costs are automatically included in the next invoice via the associated order.

Entering the incoming invoice

You can enter incoming invoices in different ways.  Firstly, let’s look at mail receipt. In this case, the incoming invoice is attached to an email. You can now create an incoming invoice from the attachment. This is particularly convenient if it is an e-invoice. All invoice data is then automatically read out and transferred to the system. If you do not receive the invoice directly by email in the system, you can also generate the document in the system first and simply link the e-invoice using drag & drop.
 
If you are satisfied with the basic settings of the document, the incoming invoice is generated in the background. The individual items of the document are also transferred to the system using a standard incoming item. 
 

Alternatively, you can upload incoming invoices directly as part of the fast entry of expenses. The cost element is created and linked to the invoice. This is a quick and easy method of recording costs in the system and attaching the invoice directly, especially for receipts with one item.

 
You can find out more about the options for recording the costs of an e-invoice in the following video. Please use the automatic translation function.

Cost processing for the invoice

The following options are available:
 
     – No charging: The cost item is not charged to the customer.
     – Manual charging: The chargeable amount is determined manually.
     – Allocation via the cost element: The costs are allocated on a one-to-one basis.
     – Charging via the price list: The billable amount is based on the item price in the order price list.
     – Allocation via the order item: The amount results from the order item in which the costs are included.

Transparent cost overview

In the order’s cost tab, you can see all the costs incurred that will be included in the next invoice. For maximum transparency, you can create a cost breakdown. This document is attached to the invoice – similar to an activity report – and clearly lists all cost elements. This means that your customers always have an overview of the services invoiced.

 

With teamspace, the invoicing of external services is seamlessly integrated into your workflow – efficient, flexible and customer-orientated.