Easily add expenses to invoices, letting you bill customers accurately.
Here's a step-by-step guide on how to add an expense as an invoice item in InvoiceQuick
Access the Expenses Section:
- From the sidebar or main menu, click on "Expenses" to access your list of expenses.
Create an Expense:
- To add an expense, look for an option to "Create Expense" or something similar. Click on it to create a new expense.
Associate a Vendor:
- While creating the expense, you'll have the option to associate it with a vendor. Select the relevant vendor from the dropdown menu or search them.
Save the Expense:
- After entering all the expense details and associating it with a customer, be sure to save the expense entry.
Access the Invoices Section:
- Return to the main menu or sidebar and click on "Invoices" to access your list of invoices.
Create a New Invoice for the Customer:
- To create a new invoice for the customer associated with the expense, look for an option to "Create Invoice" or something similar. Click on it to start creating a new invoice.
Invoice Items Section:
- While creating the invoice, you will reach a section where you can add line items to the invoice. Here, you'll have the opportunity to add items related to the customer's expenses.
Customer Has Expense:
- Look for an option that indicates "Customer Has [number] Expense(s)" . Click on it to view the expenses associated with that customer.
Select Expenses to Add:
- A preview window will appear, displaying all the expenses associated with the customer.
- After previewing the expenses you want to include on the invoice, look for a button that allows you to "Add To Invoice". Click on it to add these expenses as line items to the invoice.
Complete Invoice:
- Continue filling out the invoice details, including any additional items or information required for the invoice.
Save the Invoice:
- Once you've added the expenses as line items and completed the invoice, save the invoice to confirm your changes.
Confirmation:
- You should receive a confirmation message indicating that the invoice with the added expenses has been successfully created.