Create an invoice that includes reimbursable
expenses
If you need to
bill a customer for reimbursable expenses, you can include the
expenses on the customer's invoice. To do this, you must have
already entered a business expense transaction in an account, such
as your checking account or credit card account, and have selected
the Reimbursable check box for that transaction.
- Click Business, and then click New
Invoice.
- Enter the appropriate information in the top of the
invoice.
- Click Add Time/Expenses, and then click
Add Reimbursable Expenses to this Invoice.
- Select the check boxes next to the reimbursable expenses that
you are adding.
- Choose the income category to which you want payment of this
reimbursable expense assigned.
- Enter the appropriate markup rate and sales tax information,
and then click OK.
- To add any other items to the invoice, click Add
Item and enter the appropriate information.
- At the bottom of the invoice, click Save and
New to create another new invoice, or click Save
and Done.
Note
The Reimbursable check box is enabled only for
business categories. In the category list, business categories have
a green box beside the category name.