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How to bill expenses on a customer
How to bill expenses on a customer
George Barcun avatar
Written by George Barcun
Updated over 4 years ago

STEP 1

Go to Invoices -> Issue new invoices 

STEP 2

Select from filters:

  • Issue invoice for and choose Expenses (if you want to bill the expenses according to the billing method selected on the contract)      or 

  • Expenses by contract (if you want to bill the expenses on all the projects in the contract, regardless of the billing rule or method)

  • Date from/Date until - select an interval that includes the expense date that you want to bill

  • Exchange date - the date on which the invoice is issued and for which the exchange rate applies

STEP 3

Click the Apply button and the system will display a list with the expenses you want to bill according to the criteria selected

STEP 4

Click on the arrow next to the client/project you want to bill.

STEP 5

Go to Invoices -> Edit the invoice, if necessary 

STEP 6

Click on Save and then on Actions -> Validate

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