How to Track Project Expenses and Credit Notes

Overview

Record the costs you incur on a project and issue credit notes where needed. Billable expenses can be recharged to the customer on the project invoice.

Steps

1. On the Sales > Expenses area, add an expense with its amount, category and whether it is billable.
2. Attach receipts for record-keeping.
3. Include billable expenses when you invoice the project.
4. Use credit notes to offset or refund against project invoices.

Tips

• Mark expenses billable at the point of entry so they are not forgotten at invoicing time.