How do I raise an invoice for a billable expense?

There are two ways to raise an invoice for a billable expense. You can do this directly from the expense or create an invoice and include the unbilled expense.

To create an invoice from the expense:

• Go to the Purchases module on the left sidebar and click Expenses.

• Select the expense you have marked as billable and click the Convert To Invoice button.

  

• A new Invoice will be created with the expense details.

• Enter other required details and click Save and Send to send the billed expense as an invoice to your customer.

To add an unbilled expense to an invoice:

• Go to the Sales module on the left sidebar and click Invoices.
• Click + New in the top right corner to create a new invoice.
• Select the customer for whom you recorded the billable expense.
• The unbilled expense associated with the customer you have selected will be displayed below the item table.

• Click the unbilled expense to add it to the invoice.

  

• Add other necessary details and click Save and Send.

The billed expense will be sent as an invoice to your customer.