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glenda.corner
Level 1

Can I add billable charges to an existing invoice that has not been sent when charges are not displayed to click and add? ?

It appears that I can create invoice with billable charges and then add other items but not add to an existing. I only bill customer once a month and routinely keep adding to the invoice throughout the month. Now I want to add billable shipping expenses andI'm stymied.
Solved
Best answer May 04, 2021

Best Answers
Catherine_B
QuickBooks Team

Can I add billable charges to an existing invoice that has not been sent when charges are not displayed to click and add? ?

I can show you how to add billable charges to your customer's invoice, glenda.corner.

 

When you want to make your expense be billable to your customers, ensure that you check the Billable box and then enter the customer's name. Then, to add them to your existing invoices, you can follow these steps: 

 

  1. Open the invoice.
  2. At the upper-right of the invoice page, click the small left arrow to open the left sidebar. 
  3. All billable expenses will list there and just click Add
  4. Review the updated invoice and click Save and close.

You can do the same steps every time you need to add billable expenses. For more information on how billable expense works and in handling your transactions, check out the articles below: 

 

Just let me know if there's anything else that you need help with handling customer transactions. Take care and have a great day!

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10 Comments 10
Catherine_B
QuickBooks Team

Can I add billable charges to an existing invoice that has not been sent when charges are not displayed to click and add? ?

I can show you how to add billable charges to your customer's invoice, glenda.corner.

 

When you want to make your expense be billable to your customers, ensure that you check the Billable box and then enter the customer's name. Then, to add them to your existing invoices, you can follow these steps: 

 

  1. Open the invoice.
  2. At the upper-right of the invoice page, click the small left arrow to open the left sidebar. 
  3. All billable expenses will list there and just click Add
  4. Review the updated invoice and click Save and close.

You can do the same steps every time you need to add billable expenses. For more information on how billable expense works and in handling your transactions, check out the articles below: 

 

Just let me know if there's anything else that you need help with handling customer transactions. Take care and have a great day!

glenda.corner
Level 1

Can I add billable charges to an existing invoice that has not been sent when charges are not displayed to click and add? ?

Thank you so much!  Never noticed that little arrow.  Suggest adding this coaching tip to the "adding billable expenses" instructions. Thank you for making my day!

ss244
Level 1

Can I add billable charges to an existing invoice that has not been sent when charges are not displayed to click and add? ?

where is the arrow

 

ss244
Level 1

Can I add billable charges to an existing invoice that has not been sent when charges are not displayed to click and add? ?

wheres the arrow

 

Nicole_N
QuickBooks Team

Can I add billable charges to an existing invoice that has not been sent when charges are not displayed to click and add? ?

I appreciate you joining the thread, @ss244. Let me clarify things about accessing the small arrow to add billable expenses to the invoice page. 
 
Sometimes, the sidebar will automatically appear without clicking the arrow as long as the customer has an open linked transaction.

 

If you're using the old design, we can open the invoice and click the small arrow to open the left sidebar. Make sure the customer has an open billable expense or any linked transactions; otherwise, the arrow won't appear. I'll show you how:

 

  1. Go to the Sales menu and choose Invoices.
  2. Click the Edit button for the invoice you want to modify.
  3. From there, you'll see a small arrow (<) from the upper left side of the invoice page. 
  4. Click on it to open the sidebar. 

 

 

All open transactions linked to the customer will appear on the sidebar including the open billable expense. You can filter the dates to show the specific transaction you want to add. 

 

If you're using the new invoice design, we have a different way of accessing the open transactions linked to the customer. Here's how:

 

  1. Go to the Sales menu and choose Invoices.
  2. Click the Manage Gear icon and choose Suggestions.
  3. Hit the Suggested transactions link.


     
  4. From there,  filter the Transaction type.

 

To know what else you can do with the layout of the new invoice, refer to this resource: See what’s new with estimates and invoices in QuickBooks Online.

 

With the new version of invoicing, you can update and personalize your forms during creation. All the customization tools for your sales are available on the form itself.

 

I'll be around if you have any other concerns about managing your invoices in QuickBooks Online. Just reply below, and I'll surely get back to you.

ss244
Level 1

Can I add billable charges to an existing invoice that has not been sent when charges are not displayed to click and add? ?

Under the manage icon I do not have a suggestions option there.

ss244
Level 1

Can I add billable charges to an existing invoice that has not been sent when charges are not displayed to click and add? ?

Under the manage gear I do not have the suggestions option listed.

KimberlyS
QuickBooks Team

Can I add billable charges to an existing invoice that has not been sent when charges are not displayed to click and add? ?

I'm here to ensure you can locate the Suggestions option to add billable charges to an invoice, ss244. Let me share some troubleshooting steps to address your concern.

 

In QuickBooks Online, the Suggestions option or Suggested transactions window will only appear if you've selected the customer that has linked transactions. Hence, ensure selecting the appropriate customer for the billable expense and when creating the invoice.

 

If the issue persists, let's troubleshoot your browser to prevent outdated data from interrupting your experience. A corrupted cache file can cause unexpected behavior when navigating QuickBooks Online. This can be why the option is missing at your end.

 

To begin with, access your account using a private window to avoid utilizing excessive data from your browser. You can refer to these keyboard shortcuts:

 

  • Google Chrome: Ctrl + Shift + N
  • Safari 11 or newer: ⌘ + Shift + N
  • Mozilla Firefox: Shift + Ctrl + P
  • Microsoft Edge: Ctrl + Shift + N

 

Once it works, clear the cache from your regular browser, then ensure it's supported and up-to-date to avoid related discrepancies afterward.

 

On the other hand, you might want to scan these resources for guidance on informing customer regarding their outstanding balances or invoices and record their payments accordingly:

 

 

Please revisit this thread if you have additional questions when navigating invoices to add billable charges in QuickBooks Online. We've got your back whenever you need help.

ss244
Level 1

Can I add billable charges to an existing invoice that has not been sent when charges are not displayed to click and add? ?

Thank you so much. I do see my error and you are correct it is there.

 

Sherrie_F
QuickBooks Team

Can I add billable charges to an existing invoice that has not been sent when charges are not displayed to click and add? ?

Thanks for getting back to the thread, @ss244.

 

I want to express my sincere gratitude for your thoughtfulness in returning to this thread to acknowledge and thank my colleague for the help she provided. 

 

Your positive response is highly appreciated. Rest assured that we'll remain committed to providing you with the best possible solution.
 
Once again, thank you for taking the time to show your appreciation. I'll always be around if you need further assistance with any QuickBooks-related tasks.

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