How do I include expenses in an invoice?

You can create a combined invoice for billable time and expenses. You can set this up as an exception for a single customer or as a company default.

To do this as part of the company default.

  1. Click on Setup tab under Preferences
  2. Click on Invoice Rules under Invoices 
  3. Check Combine Time & Expense on same invoice under Indicate if you want to combine Time & Expense on same invoice

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To do this for a single customer

  1. Open customer record, and click on Invoice Pref tab
  2. Uncheck the Use Company Default Invoice Rules
  3. Check Combine Time & Expense on same invoice under Indicate if you want to combine Time & Expense on same invoice

 

When you create a new invoice, you will see timesheets and expenses on the same invoice as different line items.

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