An expense/travel expense can also be a project-specific cost that you handle on behalf of the customer, for example, buying of supplies. You can charge these expenses from your customer by including them in the customer's project invoicing.
Permissions: Expenses, Sales Invoices
PSA plans: Expenses: Free, Growth, Business, Enterprise, Enterprise+
Travel Expenses: Business, Enterprise, Enterprise+
Settings
The following settings must be configured to include the expenses/travel expenses as part of the invoice:
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Activate Expense Invoicing: This option must be active in Settings > Feature Settings > Projects.
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Project's Invoicing status must be Billable and Active billable items must include Expenses.
Adding Expenses to Project Invoice
- When creating or editing an expense/travel expense, choose the correct Project, Customer, and select Invoice customer. This option is available only if the project is in a billable state.
- When creating a sales invoice, choose Invoice projects. If the customer, project, and time frame match the expense data, the expenses are displayed in the invoice material along with other project materials. The invoice can then be sent to the customer, in order to charge the expenses from them.