Skip to main content
G
GENERALTRADINGOMAN
April 15, 2023
Question

Linking Expenses such as Transportation & Delivery for a Client Invoice along with Product Purchase

  • April 15, 2023
  • 1 reply
  • 0 views

Before you link me to the existing thread on the community for "Linking Expenses to Invoice" Kindly hear me out. 

Context. 
Client A requires a product A1 , I find the product from Supplier B, who charges me for example $100 for the product, and a $10 for delivery. I add the markups in the invoice and create invoice for $200 for Client A in

How can I link the 2 expenses that I paid (Product Purchase + Delivery) TO THE INVOICE of the client. 
The end goal here is to have a summary at the end of say 100 purchases with clients, I can find out which client bought from where for how much and how much I paid for purchase and delivery. 

Thanks

1 reply

R
RoseJillB
April 15, 2023

Let me share you with the steps to enable you to link the two expenses you have paid for your client, @GENERALTRADINGOMAN.

 

To start, you can create a bill to record the billable expenses for the expense you incur for your Client A. This way, you can invoice them the service you have done for reimbursement. 

 

From there, you'll have the option to check the billable box and choose the specific customer. Before you start, please ensure that you have turned on your billable expense feature in QuickBooks Online (QBO).

 

Here's how:

 

  1. Click + New and choose Bill.
  2. Select the Vendor. Or Supplier B.
  3. From the Category column, select the expense account for the transaction.
  4. Enter the description and amount of the expense and select the Billable checkbox.
  5. In the Customer column, select the customer you want to bill for this expense.
  6. Fill in the necessary field. Then, hit Save and close.

  

Once done, you can now invoice your customer with the purchase you have made for them. To start with, you can follow the steps below.

 

  1. Click the + New icon and select Invoice.
  2. Select the name of Client A under the Customer dropdown.
  3. Add the billable expense you want to charge for Client A. Then, select Save and Close.

 

Additionally, here’s a helpful article to guide you with recording invoice payments once your client decides to pay: Record invoice payments in QuickBooks Online.

 

Feel free to add a reply if you have more concerns about invoicing products or services. I’m always here to help. Have a good one!

G
GENERALTRADINGOMANAuthor
April 15, 2023

Thanks a lot for the detailed answer, 
In this case however, I am not looking to "Bill" the shipping to the client, I rather just want to "link" cost of delivery to the invoice for internal reference. If that makes any sense

 

 

J
JamesAndrewM
April 15, 2023

Glad to see you again, @GENERALTRADINGOMAN. Thanks for getting back to the thread.

 

I'll share some thoughts on how you can link the cost of delivery to the invoice for internal reference. Since you do not want to bill the shipping to the client, you'll want to consider entering it as a memo on your invoice. 

 

To include a memo, you can amend your invoice in two ways. You can do that while generating one by filling out the Message on invoice field or by entering a default message on the template itself. If you want to include a memo with your invoice, enter it in the Message on the invoice field.

 

If you want to include a default message on your invoices, change the form's template and add it to the Message to the Customer field in the Content tab's Footer section. Here's how:

 

  1. Go to the Gear icon.
  2. Select Custom form styles.
  3. Find the invoice template you want to edit and click Edit under the Action column. 
  4. Go to the Content tab and click the Footer section.
  5. Enter your message or the info you want to indicate in the Message to Customer field.
  6. Click Done. 

 

You can learn more about personalizing and adding specific info to your sales forms by checking out this article: Customise invoices, estimates, and sales receipts in QuickBooks Online.

 

Also, this article will let you learn the specific ways to customise your reports: Customise reports in QuickBooks Online.

 

If you have any further concerns, don't hesitate to post them here. Have a great day!

Terms & ConditionsAccessibility statement