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.
Can I add a new category if needed?
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?
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?
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.
How do I attach receipts from Google Drive while recording an expense?
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.
