Issue with Billable Expenses Settlement in Sales Invoice

[Esllam_Rashwan]

Now that I have recorded billable expenses, …

When issuing a sales invoice to the customer, only the “Billable expenses - invoiced” account appears in the list of accounts.

My question is: how will the previously created “Billable expenses” account in the financial statements be settled, and what is the correct process for handling it?

[Ealfardan]

Hi @Esllam_Rashwan,

That’s not how you would normally bill expenses.

You should go to: Customers > Edit Columns where you can check Uninvoiced.

From there you will be able to bill any expenses in Billable expenses account to your customers.

[Esllam_Rashwan]

Okay @Ealfardan
What the next after I checked un invoiced

[Ealfardan]

Click on the blue figure and the process will reveal itself

[Esllam_Rashwan]

Thank you for your help @Ealfardan
additionally
"If I have already invoiced billable expenses and now I want to reverse that action, is there a way to undo or adjust it ?

[Ealfardan]

You can either:

1. Credit Note the entire invoice then edit the Billable expense and reinvoice, or

2. Edit the invoice and make the adjustment there forgoing doing the entire process in retrospect

Option 1 is the most thorough and the “best practice” and option 2 is the most efficient.

[eko]

@Esllam_Rashwan

s there a way to undo

In addition to @Ealfardan, you can also Undo using History.