Billable expenses are costs you incur on behalf of a client and later recover through invoicing.

Billable vs non-billable

• Billable — you plan to invoice the client for reimbursement.
• Non-billable — internal overhead absorbed by your business.

Mark an expense billable

1. When recording or editing an expense, check Billable.
2. Choose Bill to Client or Bill to Staff as appropriate.
3. Select the customer or staff member to bill.
4. For partial reimbursement, enable Bill Partially and enter the partial amount.
5. Save the expense.

Convert to invoice

After saving a billable expense, you can convert it to an invoice (or auto-create an invoice when that option is enabled). The expense amount becomes a line item on the client invoice.

Already invoiced

Once an expense is invoiced, it shows as already invoiced and should not be billed again. Create a new expense if additional reimbursable costs arise.

End-to-end workflow

1. Record the expense with receipt attached.
2. Mark it billable and assign the client.
3. Create or convert to an invoice.
4. Send the invoice to the client.
5. Record payment when reimbursed.

Related articles

• Record an Expense
• Create an Invoice
• Record a Payment on an Invoice