Invoice an expense

For an expense to be invoiced, it must be approved (Follow Helpfile ‘Approve an Expense’).

1. Hover over the ‘Trading’ tab in the menu bar.
2. Click ‘Invoices’ when the tab drops down.
3. Click ‘Create Invoice’.
4. Select the correct agency/contact.
5. A ‘Rechargeable Expenses’ box will then appear with a list of expenses available for that agency to add to the invoice.
6. Click ‘Add’ alongside the expense you wish to invoice.
7. To save this invoice for future changes, click ‘Save’ at the bottom of the page.
8. To post this invoice, click ‘Post’.

If the invoice you would like to add the expense to already exists:

1. Hover over the ‘Trading’ tab in the menu bar.
2. Click the ‘Invoices’ tab drops down.
3. Click on the number of the correct invoice.
4. Click ‘Edit’; if the invoice has been posted, click ‘Unpost’ to enable the edit button.
5. A ‘Rechargeable Expenses’ box will then appear with a list of expenses available for that agency to add to the invoice.
6. Click ‘Add’ alongside the expense you wish to invoice.
7. To save this invoice for future changes, click ‘Save’.
8. To post this invoice, click ‘Post’.