I'd be glad to help you today so you'll be able to add the billable expenses to your recurring invoice, @jeffbean.
When you already created the recurring invoice, you can open that invoice and add the billable expense/s from there. Then, update the template for the recurring transaction to add the category in the description.
Here's how:
- On the Invoice page, click on the arrow beside the Balance Due.
- Click on Add on the billable expense/s under Add to Invoice to add them.
- Enter the information that you want in the Product/Service description.
- Click Save once done to make the changes.
You can also send us a screenshot of your invoice linked to your billable expense. This will help us figure out missing steps to fix your concern.
Visit these articles for more insights:
In case you have any other QuickBooks concerns in the future, you may check our self-help articles: Help articles.
Let me know if you have other concerns. I'm here to help you. Have a great day.
