In Poool you allocate the costs of an incoming invoice to a project or order. To do this, create a new invoice under Accounting → Incoming invoices and select the project or order. Mark costs as billable to see which ones will be charged to the client. Costs can also be assigned to a cost centre, budget or allocation. They are deducted from the gross profit in the project overview.
- Navigate to
Accounting → Incoming invoice.
- Create a new incoming invoice by clicking on
+ Incoming invoice.
- Fill in the required information for the incoming invoice, such as supplier, invoice number and invoice date.
- Select the corresponding project or order to which the costs are to be allocated in the service allocation.
- Mark the costs as
billableif they are to be charged to the customer.
- Optionally, you can allocate the costs to a cost centre, a budget or a allocation.
- Save the incoming invoice by clicking on
Save.
- In the project overview, the allocated costs are deducted directly from the gross profit. Navigate to the project overview to check the updated gross profit.