From the expense list, it’s easy to add an existing expense to an invoice or quote. 

Mobile
Web

To view a billed expense within the invoice: Swipe left on the expenses item, tap on “view in invoice” button to open the relevant invoice.

From the Expenses list, swipe left on the expense item the “add to ” button will then appear:

  • Add to: this brings up a list of options:  Add to new invoice or Add to existing.
  • Add to new: opens up a new invoice or quote with the item already attached (for details around invoices see invoices section in this guide).
  • Add to existing: will take you to your list of invoices/quotes, select required invoice/quote and the expense will be added, don’t forget to save your invoice/quote (see invoice section for more info).

Click on the 3 horizontal dots on the item row, the following menu items will appear:

If your expense item has been billed, then only Duplicate will appear in the drop down options.

  • Delete: This deletes the entire expense.
  • Duplicate: This opens a duplicate screen, you can then edit and save to create a new expense.
  • Add to new invoice/quote: opens up a new invoice/quote with the item already attached (for details around invoices see invoices section in this guide).
  • Add to existing: will take you to your list of invoices/quotes, select required invoice/quote and the expense will be added, don’t forget to save your invoice/quote (see invoice section for more info).

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