How to allocate and account for Overhead costs on a charge-up job

Account for Overhead costs for a charge up job.

The reason we recommend you create the bill in Xero/your accounting software rather than just creating a manual bill in Builda Price, is to account for the trail if requested from a client. This will show that there is an original invoice to match it when being added to the Report Builder. 

• Create a new invoice in Xero/your accounting software, billing yourself / your company
  • Add the Automapping reference applicable to the job if you have this setup.
• Add line items e.g.
  • Vehicle
  • Insurance 
  • Admin 
  • Stock
  • + any other overheads you may have added to your quote
• Export the invoice to yourself and upload to Builda Price 
  • Via IPS service or creating a Manual Bill 
• Allocate to the applicable job, subheading and cost budget if applicable
• Attach PDF to bills section 

Demo Xero invoice for reference