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

Only expenses which have not already been billed to an invoice can be deleted or added to an invoice.

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 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, select required invoice and the expense will be added, don’t forget to save your invoice (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: opens up a new invoice 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, select required invoice and the expense will be added, don’t forget to save your invoice (see invoice section for more info).

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