Getting reimbursed for job expenses

Jobs Overview > Creating jobs > Linking a customer to a job
Jobs Overview > Getting reimbursed for job expenses

If you've set up a job to track reimbursable expenses and you've linked that job to a customer, you can assign expense transactions to the job and quickly prepare sales that bill the customer for the job's reimbursable expenses.

Creating a sale that includes reimbursable job expenses is nearly the same as the process of creating any other type of sale. See Entering sales for more information; note that you'll use Step 3 of that procedure to add your reimbursable expenses to a sale.

Click below for the step-by-step procedure:

To bill the customer for job expenses

To reverse job expenses after they've been billed to the customer

Jobs Overview > Creating jobs > Linking a customer to a job

Click below for some tips that will assist you when it's time to bill the customer for reimbursable job expenses. Please read through these tips carefully; you might find it will save you a great deal of time.

Tip #1: Become familiar with how various sales types affect reimbursements

Tip #2: Use a "placeholder item" to track reimbursements on item sales

Tip #3: Use a special account to track reimbursements on other types of sales

Jobs Overview - Getting reimbursed for job expenses