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Level 1

How do I add billable expenses to a recurring invoice?

 
3 REPLIES 3
QuickBooks Team

Re: How do I add billable expenses to a recurring invoice?

Hello there, @mn-solutions.

 

I'd be glad to help you today so you'll be able to add the billable expenses to your recurring invoice.

 

When the recurring invoice was already created, you can just open that invoice and add the billable expense/s from there.

 

  1. On the Invoice page, click on the arrow beside the Balance Due.
  2. Click on Add on the billable expense/s under Add to Invoice to add them.
  3. Save the transaction.

You can see attached screenshots for additional reference.

c7 1.PNG

c7 2.PNG

In case you have any other QuickBooks concerns in the future, you can check our self-help articles: Help articles for QuickBooks Online.

 

I'll be always here to help you if you have any other questions about billable expenses, just add a comment below. Have a great day ahead!

Level 1

Re: How do I add billable expenses to a recurring invoice?

When I open the invoice, I don't got a little arrow to click on - see screenshot

Moderator

Re: How do I add billable expenses to a recurring invoice?

Thanks for your quick response and trying the steps above, mn-solutions.

 

In QuickBooks Online (QBO), we can add a billable expense once a recurring invoice has been created. You also need to create the billable expense first, so QBO will prompt you to add them on the invoice (the little arrow on the right part of the transaction). Let me guide you on this.

 

To turn on the billable expense feature:

  1. Go to the Gear icon.
  2. Choose Account and Settings.image.png
  3. Select Expenses on the left pane.
  4. Click the Bills and expenses section and check the box next to Make expenses and items billable.
  5. Select Save.
  6. Choose Done.

image.png

To create billable expense:

  1. Go to the Plus sign icon.
  2. Choose Expense.image.png
  3. Add the Payee's name.
  4. Select a category and enter the amount.
  5. Check the Billable box and add the customer's name.
  6. Enter the needed details.
  7. Click Save and close.

image.png

To add the billable expense on an invoice:

  1. Open the invoice.
  2. Click the little arrow on the upper-right hand corner.
  3. Select Add on the billable expenses.
  4. Click Save.

image.png

 

Visit these articles for more insights:

In case you need tips and related articles in the future, visit our QuickBooks Community help website for reference: QBO Self-help

 

This information should help you get pointed in the right direction.

 

Let me know how it goes after performing the steps above. I'll jump right back in to assist if you need anything else. Best regards.