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 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 reimbursementsTip #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
Step by step
To bill the customer for job expenses
Changing and deleting reimbursable expenses
Changing reimbursable expenses' transaction detail
To reverse job expenses after they've been billed to the customer