Click HERE for more information about adding expenses.
If you need to pass an expense on to your client, assign it to that client first. If you've attached a receipt to the expense record, it will be available to include with the invoice.
The expense(s) will then be available to select the next time you create an invoice for that client by clicking the expenses section in the right panel of the invoice
then a window with a list of expenses will be available. Unchecking a checkbox will remove the expense from the invoice. Turn on the switch beside Include all if you want to include all the listed expenses.
If you wish to markup the expense (i.e. in the event you add a markup), you can do so on the draft invoice. This will not change the total on the original expense record.
NOTE: If you attach a receipt to the expense record, it will be included with the invoice.
You can choose not to include the receipt with the invoice via the check box included with the expense line item.
Remember to download the Rounded mobile app!
