Expenses

Convert Expense to Invoice

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Billable expenses can be easily converted or added to an Invoice.

Add Expense to an Invoice

When creating an Invoice for a particular Customer, expenses available to bill will be displayed on the top of the page.
Simply put a checkmark next to the expense, and it will be automatically added to the invoice items list:10 Create New Invoice 1024X497 3

 

Add Expense to an Invoice when invoicing vehicle

When Invoicing the vehicle, ensure that the expense is selected.
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Convert Expense to an Invoice

  1. Click Sales menu located on the sidebar menu (left-hand side of the screen).
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  2. Click Expenses option.
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  3. Click on the expense Name.
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  4. Click Convert to Invoice button.
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  5. Select additional options, and click Confirm button.
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