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:
- Click the Gear icon.
- Select Account and Settings.
- Go to the Expenses tab.
- Click the Pencil icon in the Bills and expenses row.
- Select these options: Show Items table on expense and purchase forms, Track expenses and items by customer, and Make expenses and items billable.
- Click Save, then Done.
Next, here's how you can enter the billable expense:
- Click the New or Plus sign (+) icon.
- Select either Bill, Expense, or Check.
- Select the vendor, expense account or item for the transaction.
- Tick the Billable box, then select the customer you want to bill the expense.
- Click Save and close.
Then, link it to the customer's invoice for reimbursement. Here's how:
- Click the New or Plus sign (+) icon.
- Select Invoice.
- Add the customer.
- On the right pane, click Add in the Billable expense section.
- 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.