I would like to suggest that on the “Sales Invoice” tab, after clicking on “New Sales Invoice” button, and after a customer is selected, the interface will display billable expenses relating to that customer that haven’t been billed yet. That way, the user will be reminded at the time of invoice cre…

Actually, you are meant to create sales invoices for billable time and/or expenses from the Customers tab.

I understand that, but please consider the following scenario. You have 1000 customers, you bill them once per year on average for your work. Very occasionally you incur a billable expense, but don’t bill it until the work is complete, which may be in a year from now. It is very easy to forget to ch…

[image] slavaf2000: I think it would be useful to have some sort of a mechanism that would remind you to bill billable expenses to a customer. The Customers tab has a column, Uninvoiced, with the uninvoiced balance for each customer. That is where you initiate sales invoices for billable time…

@slavaf2000 , I am going to add your suggestion to Ideas. When Billable Expenses are a inconsequential part of the business, as @slavaf2000 has detailed, then a reminder / warning message seems appropriate. It seems incongruous to have a workflow which requires that every Customer (of the 1000) be p…

By coincidence I actually had to do this very workflow this morning and I agree with @slavaf2000 that the existing flow isn’t that intuitive - I actually had to return to the guide to look up how to do it! Things I tried before doing that: Going to the Billable Expenses tab and clicking on the “a…

Suggestion for Improvement - Billable Expenses - #4 by Tut - ideas

Topic		Replies	Views	Activity
Add billable expenses to current invoice? Uncategorized	14	4066	January 5, 2017
Create invoices from "Billable Expenses": Why only from "Customers" tab? Uncategorized	1	410	August 8, 2021
Invoice Billable Expenses and View Uninvoiced Billable Expenses Uncategorized	5	491	May 25, 2023
New Sales Invoices based on billable time are not editable when made in the Customer's tab ideas	2	143	May 1, 2025
Some Ideas Uncategorized	7	499	September 7, 2019