Add an Expense to an Invoice

Adding expenses to your invoices allows you to outline the cost associated with completing a customer’s job or order.

 

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.

 

iPhone and iPad

    1. From the side navigation menu, tap on Invoices
    2. Tap on Add invoice or open an existing invoice
    3. Tap on Add items
    4. Tap on the Expense tab
    5. Tap on the expense you want to add.
    6. Tap the percentage or currency icon and apply a markup amount to the expense
    7. Tap on Save to apply the expense to the invoice

 

Android

    1. From the side navigation menu, tap on Invoices
    2. Tap on Add invoice or open an existing invoice
    3. Tap on Add items
    4. Tap on the Expense tab
    5. Tap on the expense you want to add.
    6. Tap the percentage or currency icon and apply a markup amount to the expense
    7. Tap on Save to apply the expense to the invoice

 

Web

  1. From the side navigation menu, click on Invoices
  2. Click on Add invoice or open an existing invoice
  3. Click on Add items
  4. Click into the Type a description area
  5. Click on the expense from the item list. *Note expenses have a black ‘Expense’ tag to help you distinguish them from item
  6. Click the markup field to add a markup amount to the item
  7. Click on Add item to apply the expense to the invoice
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