Converting Billable Expense to Invoice
You can convert expense to invoice on if the expense is billable. After you create the billable expense you will be able to see the Convert to Invoice button or you can just convert it and save as Draft. Click and the invoice with all the informations will be created automatically.
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Billable Expense
You can create billable expense to you customers. When adding new expense select customer and new checkbox will be shown. Check the checkbox billable and you will be able to convert this expense to invoice. By default the expense amount will be in ...Record Expense
To add new expense click on the aside menu Expenses and Record Expense. Name – Enter expense name, this field can be filled for personal usage to easily recognize the expense, also if the expense is billable and you add expense name, the name can be ...Converting proposal to estimate/invoice
To convert proposal to invoice or estimate select the proposal from the table and on the right side a convert button will be shown Click on the button and choose Estimate or Invoice. After you choose a popup will be shown with the preview info also ...Converting proposal to estimate/invoice
To convert proposal to invoice or estimate select the proposal from the table and on the right side a convert button will be shown Click on the button and choose Estimate or Invoice. After you choose a popup will be shown with the preview info also ...Converting Estimate To Invoice
You can easely convert the estimate to invoice from the admin area. Open the estimate you want to convert and on the right side click Convert to Invoice