How's it going, @JPCTransport?
I hope all is well.
I recommend using our Bill Expense feature. A billable expense is an expense you incur on your customer's behalf when you perform work for them. You can easily record and track billable expenses so your customer can reimburse them when they receive their invoice.
You'll need to turn it on from your account settings to use this feature. Then you can apply it to your invoices. Let me walk you through the steps below.
To turn on the feature:
- Go to Settings, then select Account and settings.
- Go to the Expenses tab.
- From the Bills and expenses section, click on Edit.
- Turn on the following:
- Show Items table on expense and purchase forms
- Track expenses and items by the customer.
- Make expenses and items billable.
- (Optional) Set up the following:
- Markup rate
- Billable expense tracking
- Sales tax charge
- Bill payment terms.
- Tap on Save.
To enter the expense:
- Click on the + New button.
- Choose the transaction (Bill, Expense, or Check) you want to create.
- Pick the payee.
- In the Category column, select the expense account for the transaction.
- Enter the description and amount of the expense, then select the Billable checkbox.
- In the Customer column, choose the customer you want to bill for this expense.
- Tap on Save and close.
Then finally, you can add it to the invoice. Here's how:
- Tap on the + New button.
- Select Invoice.
- In the Customer dropdown menu, select the customer you created a billable expense for. This opens the Add to invoice window.
- Click Add on the billable expense you want to charge to your customer.
- Hit Save and close.
Please know that before you make any changes to your Account, you should always consult with your accounting professional. If you don't have an accountant, don't sweat it. You can find one here in our Resouce Center.
For additional details about this process, check out Enter billable expenses.
I'm always here to lend a hand should you have any questions or concerns. Have a good one!
