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Level 1

Billable Expense - The amount paid back to the client

Hi There, 

 

My query is how to make an expense a billable expense after we have used the expense's original billable feature to a client's invoice. That means I have already created an invoice and used that billable expense for that invoice. The client had paid the amount of the billable expense. However, for some reason, she needed to be refunded.  I refund her the billable expense amount. 

 

Now the problem is that the original expense still needs to be in the billable feature to be used for a future new client. But the expense is not billable any longer as its feature has been applied to an invoice in the past. 

 

Is there a way I can write a journal entry to make that original expense a billable again? How can I achieve this??

 

Your help would highly be appreciated. 

 

Thank you 

 

 

Solved
Best answer September 30, 2020

Best Answers
Moderator

Billable Expense - The amount paid back to the client

Welcome to the Community, @Philisy Apx.

 

There's no need to write a Journal Entry (JE). Since that billable expense was already linked to an invoice, all you need to do is to recreate a new one.

 

Here's how:

 

  1. In QuickBooks Online (QBO), go to the + New option at the top left to create an Expense
  2. In the Category column, select the expense account.
  3. Place a checkmark on the Billable box.
  4. In the Customer column, pick the customer you want to bill for this expense.
  5. Hit Save and close.

 

After that, you can now add it to future invoices. For further guidance, refer to this article and proceed to Step 2Enter billable expenses.

 

I'm also adding these articles to learn more about managing invoices and expenses in QBO:

 

 

Please know that I'm only a few clicks away if you have any other questions or concerns. I'll be here to assist. Have a great day!

View solution in original post

3 Comments
Moderator

Billable Expense - The amount paid back to the client

Welcome to the Community, @Philisy Apx.

 

There's no need to write a Journal Entry (JE). Since that billable expense was already linked to an invoice, all you need to do is to recreate a new one.

 

Here's how:

 

  1. In QuickBooks Online (QBO), go to the + New option at the top left to create an Expense
  2. In the Category column, select the expense account.
  3. Place a checkmark on the Billable box.
  4. In the Customer column, pick the customer you want to bill for this expense.
  5. Hit Save and close.

 

After that, you can now add it to future invoices. For further guidance, refer to this article and proceed to Step 2Enter billable expenses.

 

I'm also adding these articles to learn more about managing invoices and expenses in QBO:

 

 

Please know that I'm only a few clicks away if you have any other questions or concerns. I'll be here to assist. Have a great day!

View solution in original post

Level 1

Billable Expense - The amount paid back to the client

Thank you very much!!! That actually helped to solve my problem...

Moderator

Billable Expense - The amount paid back to the client

You're always welcome, @Philisy Apx.

 

I'm glad that I was able to help with your concern today.

 

Don't hesitate to post again or leave a comment in this thread if you have any other questions in the future. I'm more than happy to answer them. Have an amazing rest of the day!