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Add Expenses to Invoices
Updated over 3 months ago

When invoicing, you have the option to add time and expenses. Remember that the option only appears after selecting a Client Name to invoice. Let's go through the steps for adding expenses to an invoice.

Add Expenses to Invoices

1. Click + Add time and expenses.

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A window pops up showing unbilled time and expense entries for that client.

2. Mark the boxes for the entries you'd like to apply to the invoice.

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3. Select Invoice Entries.

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The invoice reloads with the items you added. Take note that the Expenses are labeled as such in the Service column.

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From here, carry on with any other details needed before saving and sending the invoice.

For reference, here is a screenshot of how the invoice preview looks with Expenses.

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Take Note: You cannot edit Expenses that have already been billed. You can, however, add more expense entries to an already sent but unpaid invoice.

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