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August 24, 2021
Question

How do i make a bill billable to an existing invoice?

  • August 24, 2021
  • 1 reply
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1 reply

August 24, 2021

Hi there, @akerrsexc.

 

I have here some steps to help you with converting billable expenses into an invoice.

 

You can link your bill to an invoice using the Billable Expense feature. However, this feature is only available in the Plus version of Quickbooks Online.

 

You also need to create the billable expense first, so QBO will prompt you to add them on the invoice (the little arrow on the right part of the transaction). Let me guide you on this.

 

To turn on the billable expense feature:

  1. Go to the Gear icon.
  2. Select Account and Settings.
  3. Choose Expenses on the left pane.
  4. Click the Bills and expenses section and check the box next to Make expenses and items billable.
  5. Tap Save.
  6. Choose Done.

 

To create billable expense:

  1. Go to the Plus sign icon.
  2. Choose Expense.
  3. Add the Payee's name.
  4. Select a category and enter the amount.
  5. Check the Billable box and add the customer's name.
  6. Enter the needed details.
  7. Click Save and close.

 

Once done, here's how you can add the billable expense to the existing invoice:

  1. Click Sales at the left menu. Then, go to the Invoices section.
  2. Find the invoice and click it to expand the page.
  3. Choose the Edit invoice button that appears in the right corner.
  4. On the Invoice page, click on the arrow beside the Balance Due.
  5. Select on Add on the billable expense/s under Add to Invoice to add them.
  6. Hit Save.

 

For more information about the process, see this article: Enter billable expenses

 

I'm always here if you have questions about your account. Let me know in the Reply section below. Take care and have a great day!