Add Expenses to an Invoice

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

  1. Create an invoice or open an existing invoice
  2. Tap on Add items
  3. Type in the expense you want to add OR
  4. Tap on Choose Multiple on the bottom and tap on the Expense tab
  5. Tap on the expense you want to add
  6. Tap on Add to apply the expense to the invoice

Web

  1. Create an invoice or open an existing invoice
  2. Under Items, click on Expenses
  3. Search for an expense, or check the box next to expense you wish to add to your invoice
  4. Click on Add an expense to apply the expense to the invoice
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