If you have billable expenses that you would like to include in an invoice, this article will cover everything you need to know about adding them.
Adding unbilled expenses to your invoice
Get started by heading over to your Invoices page and selecting ‘Add Expenses’ on your invoice.
If there are existing unbilled expenses on the project associated with the invoice, a screen will appear that allows you to check which expenses should be added.
Choose your selections using the checkboxes and click on 'Add Expenses'. The expense entries will now reflect on your invoice.
Creating new expenses to add to your invoice
If there are no unbilled expense entries associated with your project, the option to create a new expense will reflect. Click on the 'Create New Expense' button to input your details.
From here, input the pertinent information on your expense in the designated fields.
Use this screen to input details about your expense such as a title, attached image, notes and more.
You can toggle between your expense being categorized as a business or personal expense as well. To automate your tax deductions, consider trying out the Bonsai tax add-on.
Deleting an expense
Delete an expense by clicking on the red X symbol next to the entry. Expenses that are deleted from an invoice will remain active and unbilled and can be added to an invoice again in the future.
Frequently asked questions
I’ve sent the invoice to my client, can I edit the expenses?
If the invoice has been sent to your client but hasn't been paid yet, you can make changes to expenses by selecting the additional options and clicking 'Edit'. Once your edits have been completed, select the 'Save Changes' option to ensure that the changes reflect for your client as well.
Can I list unbillable expenses on the invoice as well?
At this time, only billable expenses can be added to an invoice.
What are business versus personal expenses?
Take a look at our article here for help with distinguishing the two types of expenses.