Pull expenses for customer into invoice

AirikAirik Member Posts: 3

I have added a customer to my credit card transactions that are for the customer. So, how do I pull these splits into an invoice? I don't even see a way to get a report of expenses by customer...

Comments

  • AlexiaAlexia Administrator Posts: 3,315 admin

    Hi, @Airik.

    It isn't currently possible to automatically put reimbursable expenses to an invoice. You'll be able to sort those transactions by customer on your reports, however, which could help you create your invoices.

    To do this, go to the Reports page and choose the Account Transactions report. Choose your credit card as the account and find your customer's name in the Contact field. After that, click on Update Report.

    We do have an article on the Help Center offering a workflow to hand reimbursable expenses. You can find it here. If you have any questions about this process, let me know and I'll be happy to help out.

  • prestonswannprestonswann Member Posts: 3

    @Alexia When I follow your steps, the transactions appear when I have "All Contacts", but when I select a specific contact and update the report, it returns 0 results.

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