ALLOCATING EXPENSE AND INVOICE TO ONE CUSTOMER

Hi there, Jerly Marcellana.

I'm here to help resolve your concerns with adding a delivery fee to the invoice and linking an expense transaction to a customer.

The option to create an invoice with a delivery fee together with an expense transaction is unavailable in QuickBooks. However, I have a workaround you may want to consider.

You can add a service item and you may call it a Service. Then, enter it as a second line item on the invoice. Just a heads up, you'll have to calculate the service fee amount manually. I've added this screenshot as your guide:

As for linking an expense transaction to a customer, you can use the Billable expense feature in QuickBooks Online. It allows you to incur expenses on your customer’s behalf. For more information, you can check this reference: Enter billable expense.

If you need more resources in managing VAT, you can check this link: Set up and use the VAT feature in QuickBooks Online.

I'll be around whenever you need help filing and paying VAT.