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Zbates
Level 3

Delayed charge or add Billable Expense?

How can I charge a customer for expenses that are incurred on the job? Should I open the invoice and check and add a billable expense, or should I enter a delayed charge for each expense?

Solved
Best answer June 17, 2021

Best Answers
JenoP
QuickBooks Team

Delayed charge or add Billable Expense?

Hi there, Zbates.

 

You can create an invoice or use the Billable Expense feature to bill the customer for the expenses that were incurred on the job. I'd be glad to share the steps with you on how to do it. 

 

First, turn on the Billable Expense feature. Here's how:

 

  1. Go to the Gear or Settings icon⚙, then select Account and Settings.
  2. Proceed to the Expenses tab, then click Edit ✎ in the Bills and expenses section
  3. Turn on the following:
    • Show Items table on expense and purchase forms
    • Track expenses and items by customer.
    • Make expenses and items billable.
  4. Select a Bill payment terms, then click Save.

 

Once done, mark the check or expese as billable by following these steps:

 

  1. Create a billable or open the existing expense transaction.
  2. Check the Billable box, then select the customer you want to bill for this expense in the Customer column.
  3. Enter or make sure the markup % is correct, then select the Tax checkbox or choose a tax agency if you want to charge tax.
  4. Click Save and close.

 

Lastly, create the invoice to charge your customer. Here's how:

 

  1. Click the + New button and select Invoice.
  2. Select the customer you created a billable expense for. This opens the Add to invoice window.
  3. Click Add on the billable expense that you want to charge to your customer.
  4. Select Save and close.

 

Let me also share these articles for additional guidance and reference:

 

 

Please know that the Community is always here to help you again if you need anything else. Just reply below or post new questions and we'll be glad to answer them for you. 

View solution in original post

2 Comments 2
JenoP
QuickBooks Team

Delayed charge or add Billable Expense?

Hi there, Zbates.

 

You can create an invoice or use the Billable Expense feature to bill the customer for the expenses that were incurred on the job. I'd be glad to share the steps with you on how to do it. 

 

First, turn on the Billable Expense feature. Here's how:

 

  1. Go to the Gear or Settings icon⚙, then select Account and Settings.
  2. Proceed to the Expenses tab, then click Edit ✎ in the Bills and expenses section
  3. Turn on the following:
    • Show Items table on expense and purchase forms
    • Track expenses and items by customer.
    • Make expenses and items billable.
  4. Select a Bill payment terms, then click Save.

 

Once done, mark the check or expese as billable by following these steps:

 

  1. Create a billable or open the existing expense transaction.
  2. Check the Billable box, then select the customer you want to bill for this expense in the Customer column.
  3. Enter or make sure the markup % is correct, then select the Tax checkbox or choose a tax agency if you want to charge tax.
  4. Click Save and close.

 

Lastly, create the invoice to charge your customer. Here's how:

 

  1. Click the + New button and select Invoice.
  2. Select the customer you created a billable expense for. This opens the Add to invoice window.
  3. Click Add on the billable expense that you want to charge to your customer.
  4. Select Save and close.

 

Let me also share these articles for additional guidance and reference:

 

 

Please know that the Community is always here to help you again if you need anything else. Just reply below or post new questions and we'll be glad to answer them for you. 

Taxquick1
Level 1

Delayed charge or add Billable Expense?

The question pertained to trying to determine WHEN to use billable expenses vs delayed charges.  It was not HOW.  Are they one and the same and I am not understanding?

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