- Enter a purchase order for an expense you want to bill to a customer.
- When you enter a purchase order for a billable expense, select the expense and identify the customer or project, and then check the Billable box.
- To enter a purchase order for a billable expense, go to Transactions > Purchases/Vendors > Enter Purchase Orders.
- You must bill the purchase order before you can bill the customer for the billable expense.
- Bill the purchase order that includes the expense you want to bill to a customer.
- The bill for the billable expense must identify the customer or project and have the Billable box checked.
- To bill a purchase order, go to Transactions > Purchases/Vendors > Bill Purchase Orders.
- After the purchase order is billed, this expense can show on the Billable Expenses subtab of the customer bill.
- Enter an invoice or cash sale to bill the customer for the billable expense .
- When you create an invoice, apply the appropriate billable expense on the Billable Expenses subtab. Click Mark All or Unmark All to check or clear all expenses that show on the subtab.
- To create an invoice, go to Billing > Sales > Create Invoices.
- To create a cash sale, go to Billing > Sales > Enter Cash Sales.
- When you have created the invoice or cash sale, the customer is billed for the expense.