cancel
Showing results for 
Search instead for 
Did you mean: 
Courtez15
Level 2

How to charge my customer mileage?

Hello,

How do we charge our customer for mileage? We own a mobile mechanic business, and we would like to charge clients for miles traveled over 20 miles. How can we reflect that on an invoice? 

 

We use Quickbooks plus online.

 

Thanks for your help and time!

3 Comments 3
AlexV
QuickBooks Team

How to charge my customer mileage?

Hello Courtez15!


I understand that you need to charge the mileage to your clients. Let me help you.


Currently, we're unable to make the mileage billable. What I can suggest is to create an expense transaction for the mileage and make it billable to the customer. Let's first turn on the billable expense feature by following these steps:

  1. Go to the Gear icon and select Account and settings.
  2. From the Expenses tab, select the Bills and expenses section and turn on the following:
    • Show Items table on expense and purchase forms
    • Track expenses and items by customer.
    • Make expenses and items billable.
  3. Once ready, select Save.

 

Then, go to the + New button and select Expense. Enter the details needed and make sure to select the Billable checkbox. Tap Save and close.


When you create an invoice by selecting Invoice from the + New button, you'll see the billable expense you created when you select the customer under the Customer dropdown. Simply click Add to add the expense to the invoice. Then, tap Save and close.


I also included this article if you need detailed steps on how to create invoices from project expenses: Invoice customers for project expenses.


Keep on posting here if you need more help in recording transactions. I'll be glad to assist you!

jimhurwitz
Level 1

How to charge my customer mileage?

I don't have that option.  Under "Bills and Expeses" I only have: 

  • Show Tags field on expense and purchase forms (on/off)
  • Default bill payment terms (with a drop down menu)
  • Purchase orders
  • Your current version of QuickBooks doesn’t include purchase orders
    • Upgrade to Plus if you also need purchase orders

 

What am I missing?  

 

 

Giovann_G
Moderator

How to charge my customer mileage?

Hello, jimhurwitz.

 

I understand the need to enable a feature in QuickBooks Online. Each QuickBooks Online version has a unique set of features. Could you please tell me what edition of QuickBooks Online you have? Since Billable and Purchase Orders are available only in QuickBooks Online Plus or Advanced. Visit this page for more information on the comparison: QuickBooks Online product.

 

If you want to use the following function, I recommend upgrading to QuickBooks Online Plus.

 

Here's how:

 

  1. Go to the Gear or Settings ⚙ icon and select Account and settings.
  2. Proceed to the Billing & Subscription tab.
  3. Make sure your payment info is up-to-date.
  4. Select Upgrade your plan in the QuickBooks Online section,
  5. Review the available plans and then select Choose plan.
  6. Follow the on-screen steps to upgrade your plan.

 

For more details, see this article: Upgrade or downgrade your QuickBooks Online subscription.

 

After that, read the following articles to learn how to use the Billable Expense feature:

 

 

You're welcome to post again if you have further questions about billable expense functionality. We're always available to help you.

Need to get in touch?

Contact us