I have started using the projects feature which has been very helpful, although I'm now stuck. There are various "disbursements", which need to be billed to our customers as part of their project, however we only bill them at certain milestones, which might not be months after we've arranged these disbursements. For this reason, we pay the supplier in the first instance, and we then bill our clients down the line.
When I put in supplier invoices, and then pay them via bank, how do I then get these onto the project charges so that Sage to knows we need to claim the money back from our client? At the moment Sage thinks once we've paid the supplier that's the end of it, but we still need to charge it out to our client.
I hope that makes sense, because I'm completely stumped!
Is it worth issuing a sales order or a non posted sales invoice? Just so you can run a check when the time comes? Or prepay the disbursements to a prepayments code specifically set up for the client? I have really worked with projects so I am probably just clutching at straws, sorry..
