How to add a billable expense to your invoice?
Billable expense is a cost you need to recover from your customer, as it has been charged to you while providing a service or good to the customer.
For example, transport, research, raw material cost, etc.
You can add a billable expense to your invoice with the following simple steps,
Click on the (+) plus sign at the top of the screen to begin invoice creation.
Select Upload expenses, which is the last option.
Drag and drop the expense or upload the invoice by clicking anywhere within the square.
Choose the expense category as Billable Expense.
Select the payment status from three available options, i.e.,
- Paid
- Unpaid
- Partially paid
Choose the correct customer name and the vendor name from the dropdown.
Input the accurate expense amount in the next section.
Insert remarks regarding expenses if you have any.
Click on upload more expenses to do the same. These expenses will be created separately, as BizPilot will ask you to upload invoices for the new expenses you are trying to create.
Once you are done with uploading all the expenses, click Categorize and upload expenses to complete the process.
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