Enable Dark Mode!
re-invoice-policy-odoo-12.png
By: Mohammed Shahil

Re-Invoice Policy in Odoo 12

Odoo 12 Accounting

It often happens that while working on a project with a client, your employees have to spend their personal money on the project or the company has to spend some of the client's expenses. Therefore, the company has to re-invoice this expense to the client. Take the example of an employee or company, who pays for hotels, travel, etc to work for a client. This expense, however, is not invoiced to the client. But must be added along in the customer's next invoice. If the cost is incurred by the employee's own money, it should be refunded by the company at its expense. In odoo, we can re-invoice based on the cost of the expense or if you want any additional charges for your expense you can re-invoice based on the sales price.


Configuration


Install the Expense module so as to manage different expenses.


For that Go to Apps -> Expenses.


After installing it, the user can configure the specific products defining expense types.


re-invoice-policy-odoo-12-cybrosys


Go to Expense App -> Configuration -> Expense product


re-invoice-policy-odoo-12-cybrosys


Here, I need to re-invoice the expense in sales price because I want an additional charge for my expense, so I choose a re-invoice policy as the sales price.


If you want to re-invoice based on cost, you can select the cost in re-invoicing policy in the Expense product.


re-invoice-policy-odoo-12-cybrosys


After creating the product, the employee can log into their portal and record expenses and submit to the manager.


re-invoice-policy-odoo-12-cybrosys


Two Expense Type is supported in Odoo

1. Expenses paid by an employee using their personal money.

2. Expenses paid using the company’s credit card.


re-invoice-policy-odoo-12-cybrosys


Moreover, one can also attach documents to the expense.


re-invoice-policy-odoo-12-cybrosys


After recording all the expenses, you can submit to the manager by clicking My Expense Report in


re-invoice-policy-odoo-12-cybrosys


By creating an expense report you can add all the expense and submit to the manager.


re-invoice-policy-odoo-12-cybrosys


Later managers can approve the expenses by clicking.


re-invoice-policy-odoo-12-cybrosys


You can see the list of expenses to approve. 


re-invoice-policy-odoo-12-cybrosys


Manager can add the corresponding sale order before approving the expense for re-invoicing the expense to the client.


re-invoice-policy-odoo-12-cybrosys


Manager can approve by clicking the "Approve" button.


re-invoice-policy-odoo-12-cybrosys


After approved by the manager, we can see the corresponding expense in an approved state in the employee’s portal.


re-invoice-policy-odoo-12-cybrosys


The account advisor can post and register the payment in case of reimbursement to the employee.


re-invoice-policy-odoo-12-cybrosys


Finally, we can see that the expense is automatically added in the corresponding order line which shows up in blue.


re-invoice-policy-odoo-12-cybrosys


And we can re-invoice it to the customer by clicking the create invoice button and we can see the re-invoiced amount is based on the sales price mentioned before.


re-invoice-policy-odoo-12-cybrosys


If you need any assistance in odoo, we are online, please chat with us.



1
Comments

Mihran Thalhath

Good info!

08/11/2019

-

12:38AM



Leave a comment

 


whatsapp_icon
location

Calicut

Cybrosys Technologies Pvt. Ltd.
Neospace, Kinfra Techno Park
Kakkancherry, Calicut
Kerala, India - 673635

location

Kochi

Cybrosys Technologies Pvt. Ltd.
1st Floor, Thapasya Building,
Infopark, Kakkanad,
Kochi, India - 682030.

location

Bangalore

Cybrosys Techno Solutions
The Estate, 8th Floor,
Dickenson Road,
Bangalore, India - 560042

Send Us A Message