Join Josh Zweig for an in-depth discussion in this video Assigning expenses to invoices, part of FreshBooks Essential Training.
- Now that we've covered how to add an expense…and assign some expenses to clients,…let's take a look at how to charge those expenses…back to those clients on an invoice.…In our example we bought flower pots for Jim's wedding…and we want to charge the item back to Jim…by including it on an invoice.…There are a few ways to add expenses to an invoice.…The end result will be the same,…and it's really just a matter of…whatever you feel is easier.…Let's start by adding expenses to an invoice…right from the expenses screen.…You may want to do this if you want to invoice a client…right away for those expenses.…
Click on the expenses tab from the main menu bar,…then in the expenses sub tab.…You'll then see a listing…of all your expenses you've added so far.…In order to charge back those expenses to specific clients,…you have already needed to assign…the expenses to those clients.…You'll know if you've assigned an expense to a client…by seeing the client's name appear just under the notes.…Choose the expenses you'd like to charge back to a client,…
Visit FreshBooks.com to sign up for a free 30-day trial and use your new account to follow along with Josh.
- Signing up for FreshBooks
- Accepting credit cards
- Adding customers and contractors to FreshBooks
- Logging time to projects and tasks
- Creating estimates and invoices
- Tracking receivables
- Tracking expenses
Skill Level Beginner
1. Getting Started with Freshbooks
2. Setting Up Shop
3. Adding People
4. Time Tracking
5. Estimates and Invoicing
6. Expense Tracking
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