Is there a way of calling the Disbursement Recoverable directly from the Invoice tab? Presently, when an expense is incurred that is recoverable, we group it under Disbursement Recoverable and have to generate the invoice from the Disbursement Tab and then add other line items. Just want to know if we can generate a new invoice from Sales Invoice Tab, be it a copy option from Sales Quote or straight from New Invoice option and then call the Disbursement Recoverable item, if any, for the particular customer?
Yeah, the workflow will be a bit more polished so you will be creating sales invoices by clicking button in
Sales Invoices tab even if you are charging for disbursements (billable expenses) or billable time.