The finance flow starts inside the booking deal. Sale lines explain what you charge the client. Purchase costs and team costs explain what needs to be paid, contracted or checked on the supplier side. When both sides are complete, invoices, purchases and margins become easier to trust.
From deal to invoice
- Use the booking finance page to load or adjust the deal before creating invoices.
- Invoice lines can be based on the booking deal, but should still be checked for VAT, due dates, deposits, references and the invoice relation.
- Invoice settings, numbering, payment details, UBL attachments and email templates influence how invoices are generated and sent.
Purchases and creditors
Purchase follow-up depends on creditors being connected to costs. A cost line with a supplier relation can be grouped, turned into a purchase invoice line and followed across the purchase overview. Without a creditor, the cost can still affect the booking margin, but it is harder to send a purchase contract, match an incoming supplier invoice or see what still needs bookkeeping.
Purchase invoices
Purchase invoices can be created from grouped supplier costs or entered separately and then linked to bookings. The purchase overview helps track which booking costs are booked, which supplier invoices exist and which rows still need attention. This is closely related to purchase contracts, because both rely on the same supplier or team member relation.
Reports and margins
Margins use the relationship between sale amounts and purchase costs. If a margin looks wrong, check the booking status, sale deal, purchase costs, linked purchase invoices and creditor assignments first. Date filters in financial overviews can change what is included, so compare the report mode with the question you are trying to answer.