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Invoices and payments

Recharging receipts to the client

Adding costs from receipts to the job’s invoice, with or without a markup.

Where
Receipts → a receipt, then a job → Invoice
Level
Everyday

On the receipt

  1. Open the receipt in Receipts.
  2. On the line, choose the Job.
  3. Tick Add to the job’s invoice.
  4. For a markup, open More details and type a Markup when recharged. Leave it at 0 to charge at cost.
  5. Changes save as you type. Click Confirm when the receipt is right.

On the invoice

  1. Open the job’s final invoice.
  2. Find Expenses to add to this invoice. It lists each one with what it will charge.
  3. Click Add them to the invoice.

Each expense becomes a line on the invoice, at its cost before tax plus any markup. Expenses and charges after the job can only be added while the invoice is a draft. For a sent invoice, click More, then Unlock to change it, first.

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