Adding Billable Expenses to Invoices

Billable expenses can be added to invoices to pass project costs through to clients. Expenses marked as billable appear in the Uninvoiced view and can be pulled into invoices alongside time entries.

Mark an expense as billable

When creating or editing an expense, toggle the Billable switch to on. Billable expenses are included in the Uninvoiced view and can be added to invoices.

Add expenses to an invoice

1. Create a new invoice (or edit a draft invoice).
2. Click Add from Expenses.
3. Select the billable expenses to include.
4. Each expense appears as a separate line item with its description, amount, and category.
5. Review and adjust if needed.

How expenses appear on invoices

Each billable expense becomes a line item on the invoice with:

• The expense description
• The expense amount
• The category (optional — controlled in Settings)
• A receipt attachment indicator (if a receipt was uploaded)

Markup on expenses

If you charge a markup on expenses (e.g., 10% handling fee):

1. When adding the expense to the invoice, adjust the line item amount to include the markup.
2. Or, add a separate line item for the markup percentage.

Tip: Review the Uninvoiced Time and Expenses view regularly to ensure all billable expenses are invoiced before closing the billing period.