Charging Expenses to a Customer

When you make a purchase on behalf of a customer, you need to designate the customer on the bill. Then, when you create an invoice for the customer, you can request that expenses be charged as well as any other items that go on the invoice. You can also select a markup for the expense if you intend to sell this to your customer at a profit.

Designate Customer When Making a Purchase

Prepare a new bill for a purchase, or open an existing bill.

Enter the customer's name and, if applicable, a job.

Save the bill.

Did You Know?

You can associate an expense with a customer without charging the customer for the expense. If you click the invoice icon next to the customer's name on a bill, a red "X" appears on the invoice and the amount is not charged to the customer.

Place Expenses on a Customer Invoice

Open an invoice form and enter the customer information.

If this pop-up dialog box appears, click OK.

Click the Time/Costs button.

Click the Expenses tab.

Enter the markup amount or percentage.

Verify the Markup Account.

Check any item you want to include on this invoice.

Indicate whether the expenses are taxable to the customer.

If you are charging more than one item to the customer and if you want all the items to appear as a single item on the customer invoice, check this box.

Click OK.

Complete the invoice and save it.

Did You Know?

You can remove the markup amount from the customer invoice. If you increase the expenses charged to your customer by a markup amount, this amount appears on your customer invoice unless you check the Print Selected Time and Costs as One Invoice Item option. When you check this box, the markup still appears on your screen version of the invoice, but the printed version combines the markup with the billed expense into one amount.