Add Expenses to Invoice

• Go to the Invoice and click the +New button.

• Enter all details, including the client's name.

• Scroll down, you see a box.

• Click on the +Add Expenses button.

• A pop-up will open; select the expenses you want to add to the invoice.

• Enter the description, SAC, discount, and GST, if needed.

• Save the invoice.

Tasks are highlighted in blue, and expenses are highlighted in green.

• Related Articles

• Create an Expense

  Go to Expenses, and Click on “+New” button. Enter the Date, Category (if not available click “+Add New” and save). Select the client (if this expense is relevant to any client). Enter amount and select the payment mode. Type Notes (required narration ...

• Add or Edit Expenses Categories

  Add Expenses Categories Go to Settings, and Open “Expense Categories”. Click on “+New” button and enter a Category Name. Click the Save button. Edit Expenses Categories To edit this category, click Edit (✎) button next to the category name. Click the ...

• Edit or Delete Expense

  Go to Expenses and open an expense. Click on “Edit” button to edit the details of the expense and Save it. Click on “Delete” button to delete this expense and Yes, delete it! Button.

• Create an Invoice

  Go to Invoices, and Click on “+New” button. Search and click on the client’s name. Enter the date of invoice, invoice no., payment term and due date. Select the task(s) you are invoicing and click the Save button. Your invoice has been generated.

• Cancel or Reverse-cancel Invoice

  Cancel Invoice Go to Invoices and open the invoice. Click on “Cancel Invoice” button and confirm it. Your Invoice will be cancelled. Reverse-cancel To reverse cancel, open a cancelled invoice. Click “Reverse-cancel” button to open the edit invoice. ...