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bkuvaldin
Level 1

How do I track expenses by customer? Only options I see is payee even though each expense is assigned to a specific customer

 
1 Comment 1
Kristine Mae
Moderator

How do I track expenses by customer? Only options I see is payee even though each expense is assigned to a specific customer

You can easily record and track billable expenses for your customer, Bkuvaldin. I'm here to guide you with the steps.

 

This is an expense that you incur when you perform a service or purchase an item on your customer's behalf. When you record it, your customer can reimburse you by creating an invoice. 

 

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

  1. Click the Gear icon.
  2. Select Account and Settings.
  3. Go to the Expenses tab.
  4. Click the Pencil icon in the Bills and expenses row.
  5. Select these options: Show Items table on expense and purchase forms, Track expenses and items by customer, and Make expenses and items billable.
  6. Click Save, then Done.

Next, here's how you can enter the billable expense:

  1. Click the New or Plus sign (+) icon.
  2. Select either Bill, Expense, or Check.
  3. Select the vendor, expense account or item for the transaction.
  4. Tick the Billable box, then select the customer you want to bill the expense.
  5. Click Save and close

Then, link it to the customer's invoice for reimbursement. Here's how:

  1. Click the New or Plus sign (+) icon.
  2. Select Invoice.
  3. Add the customer.
  4. On the right pane, click Add in the Billable expense section.
  5. Click Save and close

Once your customer pays, you can record the invoice payment

 

If you have further questions, please feel free to leave a comment below. 

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