Menu

Invoices: costs and payments

miscs
2009-04-23
2012-11-13
  • miscs

    miscs - 2009-04-23

    Dear all,

    short question: If i create an invoice it apperas under finance->all costs. But in this table the showed amount is without the VAT. If I now want to add a payment for the invoice -> should i do it with VAT included or not?

    Pro include vat: The payment is equivalent to the invoice total due.
    Contra: The table finance->all costs looks a bit weired. The showed amount excludes the vat, so the payment always looks bigger....

    What is the preferred way?

    Thanks for giving any clues!

     
    • miscs

      miscs - 2009-04-29

      Hi Frank,

      thanks a lot for your answer, but i am still a bit stuck... I understand that the VAT is not important for profit & loss of projects, but what I need to now is what to fill in if I create a new payment (Invoice -> Add payment). With or Without VAT?

      The payment from accounting view (which matches our bank account and the invoice total) would be including VAT BUT then the Finance -> Customers table looks very strange because of the difference  in columns AMOUNT (no VAT)  <-> PAID (with VAT)

      So you would suggest to exlude the VAT when adding a payment?

      Thanks again!
      steve

       
    • Frank Bergmann

      Frank Bergmann - 2009-04-28

      Hi Misc,

      Please look at Finance -> Customers for invoices, instead of "All Costs".

      And yeah, VAT is not shown, because VAT (usually!) doesn't impact on profit & loss of projects. ]po[ consistently takes this "controlling" view, instead of the usual "accounting" view that would include VAT.

      You could customize the columns in the list via Admin -> DynViews, but I wouldn't recommend you to...

      Cheers!
      Frank

       

Log in to post a comment.

MongoDB Logo MongoDB