How to manage pass-thru purchases – PlanMill Help – PlanMill is a SaaS and On-premise ERP for professional service business. This site is for users, administrators and partners

How to manage pass-thru purchases

  1. Create a new project or use the current one
  2. In Sales order there are two different alternatives to bind a purchase to open revenue items:
    • Create first “Purchases” product in the sales order item and choose Billing type “Expenses and purchases” or
    • Just use billing type “Time based”
  3. Do a sales order
  4. Create a purchase in the project’s “Purchases tab”
    • Fill name, billable, planned cost, actual cost and task
    • Set Accepted by supervisor or project manager
  5. Do a draft invoice and check draft invoice items
  6. Confirm draft invoice
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