How do I raise an invoice for a billable expense?

There are two ways to raise an invoice for a billable expense. You can do this directly from the expense or create an invoice and include the unbilled expense.

To create an invoice from the expense:

• Navigate to Expenses.
• Select the expense you have marked as billable.

• Click Convert To Invoice.

  

• A new invoice will be created with the expense details.

• Enter other required details.

• Click Save and Send to send the billed expense as an invoice to your customer.

To add an unbilled expense to an invoice:

• Navigate to Sales > Invoices.
• Click + New in the top right corner to create a new invoice.
• Select the customer for whom you recorded the billable expense.
• The unbilled expense associated with the customer you have selected will be displayed below the item table.

• Click the unbilled expense to add it to the invoice.

  

• Enter other required details.

• Click Save and Send.

The billed expense will be sent as an invoice to your customer.

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