How to Invoice Clients for Incurred Expenses

Question

Is there a "How To" or example that describes the process of including incurred expenses in a client invoice, including any necessary steps to properly categorize expenses as they're incurred to assign them to a client so they aren't overlooked the next time an invoice for the particular client is produced?

I haven't been able to diss this out intuitively. Thanks.

Coach Jon · Accepted Answer

Hello @Mortimer Duke,

Thanks for reaching out! Our support article has great steps on how to create and manage your invoices:

https://support.simplifi.quicken.com/en/articles/10186250-creating-and-managing-invoices-in-quicken-business-personal#h_322ed4dfe8

You can also add expenses to your project that can be billed to an invoice. Expenses represent the actual money you have spent (from your bank account or credit card) related to the project. Our support article goes into more detail here on how to do this:

https://support.simplifi.quicken.com/en/articles/10215458-managing-projects#h_4beb3cb5cf

I hope this information helps!