Back
Categories
Back

Categories

      View All

      How do I rebill Expenses?

      Sometimes as a business owner, you may incur Expenses on behalf a Client that you'd like to bill back to them. Rebilling Expenses in FreshBooks is as simple as assigning it to a Client or to a Client's Project, optionally adding a markup and including the receipt image, and then adding it to an Invoice.


      Assign an Expense to a Client

      1. Follow the steps to make an expense here first
      2. Under Expense Settings (on the right), click on Mark as billable (this allows the Expense to appear on an Invoice)
        Mark as billable expense button on expense creation screen.
      3. Check the box off next to Mark as billable so you can invoice a client for this expense later, and new fields will appear:
        Mark as billable settings with fields to fill out.
      4. Under Choose a Client/Project, type or select the Client or Client's Project you'd like to assign the expense to
      5. If needed, check off the box next to Include receipt image on invoice so your Client can see the expense receipt too
      6. If needed, check off the box next to Add a markup, and specify the % of expense grand total you'd like to markup for the Client
      7. Click Done, then click on Save to finish. The expense will now be associated to the Client and if indicated, the Client's specific Project too.

      Rebill the Expense to an Invoice

      1. Go to the Invoices section
      2. Click on an existing Invoice, or the New Invoice button
      3. If editing an existing Invoice, click the Edit button
      4. Click on the Add a Line button
      5. All unbilled Expenses for this Client will appear as "x unbilled expenses for (Client)", click on the Add... link to add it to the InvoiceAdd expenses button on invoice.
      6. Your Expense(s) will display on the Invoice with their dates and any descriptions, and the final price (after markups, if any were applied)Rebilled expenses displayed on invoice.
      7. Any included Expense Receipts appear at the bottom of the Invoice in the Attachments section. You can delete any specific receipts you don't want to share by clicking on the X button in the top corner of the receiptAttachments section on invoice with attachments included and a preview of attachment.
      8. From here, you can continue putting together the rest of your Invoice. You can click Save or Send to finish.

      FAQs:

      I assigned the Expense to a Client, but it's not appearing on the Invoice for rebilling. Why? 

      The Expense should be marked as billable, and both the Expense and Invoice have to be in the same currency. If it is not appearing, you can change the currency on the Invoice with the steps here.


      Can I mark the Expense up on the Invoice?

      You can only mark up the Expense while editing it. Follow the steps above to reach the Mark as Billable section, and then you can add the markup to it. When the markup is saved, you can then re-add it to the Invoice with the new cost.


      Why are my Expense receipt images not showing up on the Invoice?

      The Expense itself may not be enabled to include the receipt image on the Invoice.

      1. Remove the Expenses from the Invoice first (trash can icon)
      2. Go to the Expenses section
      3. Click on the Expense, then the Edit button
      4. Click on Mark as Billable in the top right under Expense Settings
      5. Ensure Include receipt image on Invoice is checked off and saved.


      Where do my rebilled Expenses go in my Reports? 

      Expenses that you've marked as Cost Of Goods Sold (COGS) while rebilling will appear in the Cost of Goods Sold section of your Profit & Loss Report. Read here for more details, including how to add Expense Categories as COGS too.

      Support Categories