Costs passed on to the client

Vendor, freelancer and production costs reach you as bills already. To tie one to a job, say which campaign each line belongs to. Passed on, it becomes a billable item; not passed on, it still counts in the campaign's cost.

1. 1

   Code the bill

   On each line, choose the campaign, and turn on Pass on to the client if the client pays for it. A bill forwarded to the campaign's own address arrives with its lines already coded.

   Bills
2. 2

   Or code it later

   Open a bill that's already approved, posted or paid and click Code to campaigns.

   Bills
3. 3

   It's approved

   Once someone approves the bill, each line passed on is ready to bill at cost plus the markup: $1,240.00 at 10% is $1,364.00.

4. 4

   Bill it

   It appears with the campaign's other items. The client's invoice shows the work, not the vendor or the markup.

   Campaigns

Where the markup comes from

From the scope's Costs passed on line, when the cost sits under one; a new line starts at the engagement's markup, and you can change it. A cost with no costs line to sit under uses the engagement's markup. With neither, it bills at cost.

Budgets and caps

A costs line can carry a budget. With Don't bill beyond the budget on, a cost that would take billing past it is held whole, and says by how much. A change order that raises the budget releases it. While some room is left under the budget, a held cost's menu bills that much of it, and the rest of that cost is recorded as written down.