2. EXPENSE NOTES
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      3. 2. EXPENSE NOTES

      How to Rebill Expenses to Clients?

      Expenses added in expense reports can be rebilled to your project clients. Activate the module and simply rebill!

      🔓 Permissions required

      Team: Create expense reports, View invoices and Manage invoices

      Project: View Invoices and Manage Invoices

      For Settings: Super Admin

      Reading time  5 min
      Setup length  5 min
      Steps  3

      Summary


      I/ Activate the Expense Rebilling Module

      II/ Manage Expense Reports

      III/ Invoice Expense Reports

       

      I/ Activate the Expense Rebilling Module

      To activate it, click on your Name at the top right > Settings > Team > Expense > scroll to the bottom of the page > check the "Reinvoicing Expenses" module > Click Save.

      screen activate expense rebilling module

      It's done ! 🎉

       

       

      II/ Manage Expense Reports

      While entering or validating expense reports, you can mark whether an expense is billable to the project client.

      screen manage expense reports

       

       

      III/ Invoice Expense Reports


      When creating an invoice from Project > Billing tab > Invoices tab > + Invoice, you can choose the "Expense Reports" invoice type.

      Of course, the expense reports need to be approved.

      screen invoice expense reports

      Enter the Issue Date and the Client, then click Save.

      In the Expense Report Invoice Items tab, you can select the expenses.

      Done! 🎉 You now know how to invoice expense reports.