How To Create A Billable Expense
Creating Billable Expenses With AND.CO
Next time you front a cost on behalf of a client, use AND.CO to automatically add the expense and receipt to the next invoice. This is great for things like event tickets, stock images, subscriptions, and lunch (if you really want that tax credit).
To get started you will need to first create a expense and you can view more here on how to create a expense
Once you are in the expense section, creating the expense and adding the details select the options
- Assign to project
- Select Billable to client
- Enter details of your billable expense
Once you have set up your billable expense select the green create tab to save it.
When you select the project the billable expense will sit within the transactions tab within the project
When you go to invoice your client/project you will then see that the billable expense is shown on the invoice and added to the total invoice amount for payment.
You can un select the billable expense if you do not want it applied to the invoice by un-checking the trash can icon.
You can also add more billable expenses directly on the invoice in edit mode by selecting the > add expense option.
💌 Please reach out to your friendly CO's via the Chief Operator Support tab in the app should you have any questions or concerns. 💌