![]() If you associate a project for the customer, then you can bill it while creating an expense for the customer.Īssociate reporting tags for the expense. You can also delete the receipt by clicking the Trash icon.Ĭhoose project(s) you wish to associate with the expense. ![]() You can select the expenses to be billed to the customer.Īttach the receipt of your expense from your Desktop, Cloud or from your Documents in Zoho Books. You can edit and change the markup percentage, if needed.Īlso, you’re creating an invoice for the associated customer, this expense will be shown as an unbilled item in the invoice to be included as a billable line item. If you had configured a default markup percentage for billable bills and expenses in Settings, the default percentage will be pre-filled.Select a Project to associate with the customer, if this is an expense incurred for the project.Mark the Billable option next to the Customer Name.You can mark the expense billable to the customer and convert this expense into an invoice to collect payment from the customer. Select a vendor to whom you wish to associate the expense.Īssociate the expense to a customer. This account will be credited when the expense is recorded. ![]() After saving the bill, click Display Journal at the bottom of the page to view the corresponding journal.Įnter the expense amount and the tax applicable on it, if any.Ĭhoose the account which tracks the payment for the expense. These accounts will be debited once the expense is recorded. Select an account to track the expense you’re going to record.Īdd multiple expense accounts under which you wish to track different expenses by clicking Itemize. You can even delete employees by clicking the Trash icon next to them. To add an employee, click the Employee field, select Manage Employees and click + Add New Employee. You can add and associate an employee to an expense. Select the date on which the expense is created.Įmployees may or may not be users.
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