You can record reimbursable expenses and, later, automatically include them in an invoice, sales receipt, or statement charge for the customer:job.
To record reimbursable expenses:
Note: Any description information you manually enter on the Items tab is not transferred to the invoice. The invoice uses the description from the item list.
After you record an invoice, sales receipt or statement charge that includes the item, the checkbox becomes an invoice icon, indicating that you have invoiced the expense to the customer.
To invoice reimbursable expenses to your customer:
Note: If you delete the invoice or the invoice line containing the reimbursable expense and you want to invoice the customer again: Open the form where the expense is recorded. Click the grayed invoice icon next to the customer or job to make the expense billable again. Click OK to save the change.
If you use the Expense Tab on a check, bill or credit card charge to record reimbursable expenses, the expenses will not have an item attached to them and they will not be included in item-based sales reports such as the Sales by Item Summary and the Sales by Customer Detail.