cancel
Showing results for 
Search instead for 
Did you mean: 
Not applicable

When I attach a "billable expense" to an invoice it only shows the total price and not the actual product/service. How can I fix this?

 
Solved
Best answer 08-15-2019

Accepted Solutions
Highlighted
QuickBooks Team

Re: When I attach a "billable expense" to an invoice it only shows the total price and not the ac...

Hello there, @DHDOffshore

 

It could be the Category details was entered on the billable expense. This might be the reason you're unable to see the actual product/service after it was attached to an invoice. 

 

To help fix this, let's manually remove the billable expense and delete the invoice. Let me guide you through the steps. 

  1. Go to Sales from the left menu. 
  2. Select Customers
  3. Find and choose the customer. 
  4. On the Transaction List, locate the invoice that the billable expense was attached. 
  5. Under the Customer field, click 1 linked transaction and Remove
  6. On the More button at the bottom, click Delete
  7. Click Yes to confirm. 

RemoveBillableExpense.PNG

 

Then, go to the Item Details section of the billable expense to enter the necessary information. Here are the steps: 

  1. On the right panel, click Open for the billable expense. 
  2. Click Yes to confirm. 
  3. Click either the Bill, Expense, or Check
  4. On the Category Details section, make sure to leave the fields blank. 
  5. Instead, put the information on the Item Details section. 
  6. Click Save

Once done, you can recreate an invoice. Then, add the billable expense to it. 

 

You can run the Uninvoiced Charges report to see all your billable expense charges within a specific date range. Just go to Reports from the left menu. Then, enter the report's name in the Search box. 

 

I'll be right here to help if there's anything else you need. Have a great day. 

View solution in original post

2 Comments
Highlighted
QuickBooks Team

Re: When I attach a "billable expense" to an invoice it only shows the total price and not the ac...

Hello there, @DHDOffshore

 

It could be the Category details was entered on the billable expense. This might be the reason you're unable to see the actual product/service after it was attached to an invoice. 

 

To help fix this, let's manually remove the billable expense and delete the invoice. Let me guide you through the steps. 

  1. Go to Sales from the left menu. 
  2. Select Customers
  3. Find and choose the customer. 
  4. On the Transaction List, locate the invoice that the billable expense was attached. 
  5. Under the Customer field, click 1 linked transaction and Remove
  6. On the More button at the bottom, click Delete
  7. Click Yes to confirm. 

RemoveBillableExpense.PNG

 

Then, go to the Item Details section of the billable expense to enter the necessary information. Here are the steps: 

  1. On the right panel, click Open for the billable expense. 
  2. Click Yes to confirm. 
  3. Click either the Bill, Expense, or Check
  4. On the Category Details section, make sure to leave the fields blank. 
  5. Instead, put the information on the Item Details section. 
  6. Click Save

Once done, you can recreate an invoice. Then, add the billable expense to it. 

 

You can run the Uninvoiced Charges report to see all your billable expense charges within a specific date range. Just go to Reports from the left menu. Then, enter the report's name in the Search box. 

 

I'll be right here to help if there's anything else you need. Have a great day. 

View solution in original post

Not applicable

Re: When I attach a "billable expense" to an invoice it only shows the total price and not the ac...

Thank you so much for your response! I wish I was notified sooner that someone actually responded to me but still you were so very helpful. Thank you! 

Need to get in touch?

Contact us