In business there are many times where we use a vendor or subcontractor on a project and pass the cost, sometimes at a mark-up, along to a client. So what’s the best way to enter this type of transaction in Zoho Books?
STEP 1: When the vendor bill is received, enter the line items into a Bill record in Books. (Expenses–> Bills –> new Bill)
STEP 2: Click the little blue icon to the right of the line item row and click Add additional information:
STEP 3: Select your Customer and click the billable checkbox:
The next time you invoice (Sales–>Invoices) that customer – you will have the option to add unbilled items to the invoice by clicking on the “unbilled bills link under the line items, and checking the boxes next to the items you want to bill to the customer…
If you want to add a mark-up, simply update the amount once the bill line item has been added. This will NOT change the underlying vendor bill:
