When your company incurs operational expenses while selling a product/service to your customers(For example, Shipping Costs), it is marked as billable. This is done so that the company could bill the customer and get it reimbursed.
[/et_pb_text][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column _builder_version=”4.9.3″ _module_preset=”default” type=”4_4″][et_pb_text _builder_version=”4.9.3″ _module_preset=”default” hover_enabled=”0″ sticky_enabled=”0″ custom_margin=”-67px|||||”]Can I add a new category if needed?
[/et_pb_text][et_pb_text _builder_version=”4.9.3″ _module_preset=”default” hover_enabled=”0″ sticky_enabled=”0″]To add a new category, follow the steps mentioned below:
- Click on the Expenses module on the left sidebar.
- Click on the +New button.
- On the Record Expense page, click on the Category Name drop down and select New Category.
- Provide a name and description.
- Click on Save and Select for the changes to take effect.
- You can also add a new category by clicking on the gear shaped icon -> Expense Category -> New Category.
How do I raise an invoice for a billable expense?
[/et_pb_text][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_row _builder_version=”4.9.3″ _module_preset=”default” custom_margin=”-60px|auto||auto||”][et_pb_column _builder_version=”4.9.3″ _module_preset=”default” type=”4_4″][et_pb_text _builder_version=”4.9.3″ _module_preset=”default” hover_enabled=”0″ sticky_enabled=”0″ custom_padding=”||0px|||”]To raise an invoice for a billable expense, kindly follow the steps mentioned below:
- Click on the Expenses module from the left sidebar.
- Select the expense that you’ve marked as billable and click on the Convert To Invoice button.
- A New Invoice will appear on the screen.
- Fill the necessary information and click on Save and Send to send the billed expense to your customer.
How do I mark an expense category as Active/Inactive?
[/et_pb_text][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column _builder_version=”4.9.3″ _module_preset=”default” type=”4_4″][et_pb_text _builder_version=”4.9.3″ _module_preset=”default” hover_enabled=”0″ sticky_enabled=”0″ custom_margin=”-77px|||||”]To mark an expense category as active/inactive:
- Click on the gear icon on the top right corner and select Expense Category.
- Select the category by checking the box and click on the Mark as Active/Mark as Inactive button.
Note: You can view the list of active and inactive categories by selecting the appropriate filters present on the top right corner of the Expense Category page.
[/et_pb_text][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.9.3″ _module_preset=”default”][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column _builder_version=”4.9.3″ _module_preset=”default” type=”4_4″][et_pb_text _builder_version=”4.9.3″ _module_preset=”default” hover_enabled=”0″ sticky_enabled=”0″ custom_margin=”-58px||4px|||” custom_padding=”5px|||||”]How do I attach receipts from Google Drive while recording an expense?
[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.9.3″ _module_preset=”default”][et_pb_column _builder_version=”4.9.3″ _module_preset=”default” type=”4_4″][et_pb_text _builder_version=”4.9.3″ _module_preset=”default” hover_enabled=”0″ sticky_enabled=”0″ custom_margin=”-14px|||||” custom_padding=”||0px|||”]With Zoho Invoice, you can easily attach receipts from popular cloud storage services such as Zoho Docs, Google Drive, Box, One Drive and Evernote.
To attach a receipt from the Cloud:
- Click on the Expenses module from the left sidebar.
- Create a new expense either by selecting the + icon or the + New button.
- Click on the Attach Receipt drop-down and select Attach from Cloud.
- Choose one of the services from the Cloud Picker.
- Once you authenticate with your credentials for that service, select the desired file and click on Attach to finish.