Adding expenses to your invoices allows you to outline the cost associated with completing a customer’s job or order.
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Tracking expenses is critical around tax season because they help to identify the cost impact on your business as measured by your Profit and Loss report.
iOS and Android
- Create an invoice or open an existing invoice
- Tap on Add items
- Type in the expense you want to add OR
- Tap on Choose Multiple on the bottom and tap on the Expense tab
- Tap on the expense you want to add
- Tap on Add to apply the expense to the invoice
Web
- Create an invoice or open an existing invoice
- Under Items, click on Expenses
- Search for an expense, or check the box next to expense you wish to add to your invoice
- Click on Add an expense to apply the expense to the invoice