Sometimes there might be additional expenses that you want to charge a client, for example parking costs or travel expenses. You can now add this expense to a client’s invoice by following these steps:
From your dashboard, go to Clients and select the client by clicking on the View button.
Click on the Take Action button and select Charge/Pay from the drop-down list.
This will open an Add Accounting Entry box and you will need to click on Account type and select Expense.
Add the amount that you want to charge the client in the Amount box.
Under Action, you can select Paid Offline if the client has already paid and it was done in cash, by check or some other method outside the platform. Or you can Add it to the next invoice, and they will be charged through their connected credit card or bank account.
Under Notes, you can add some information on the charge, for example extra parking fees.
Click on Send to add this to the invoice.
When you scroll down you will see this entry has been added as an additional charge to the invoice for this client now.
You can also view the invoices for a client by going to Accounting on your dashboard, and selecting Charge Clients. This will take you to a report of all current invoices where you can click on the View Invoice button and see the invoice that the client will receive.
Watch this demo video to see how you can add additional expenses to a client’s account: