billings
Adding billings directly from transports documents
To generate income/expense:
- In the details of the document in the section Related documents click the GENERATE INCOME/EXPENSE button.
- Fill in a form.
- Click the GENERATE button.
To add a new/existing document:
- In the details of the document in the section Related documents click the RELATED button.
- In the form in billings section to add:
- a new document → click the CREATE NEW button and fill in the form.
- an already existing document → click the ADD BILLINGS button and choose the document from the list. - Click the save button.
To delete a related document:
- In details of the document in the section Related documents click the RELATED button.
- In the form click the trash icon next to the proper document.
- Click the save button.
To generate/add billings for given payer:
- In the details of the document switch to the tab PAYMENTS.
- Next to the given client/contractor click the + icon.
- Choose generate/add income/expense.
- Fill in the form and click the save button.