Remove the Billable Expenses on the Invoice Billable Customers page

You can follow either of the two workarounds if you do not want to Bill your customer for Billable Expenses showing on the Invoice Billable Customers page.

 

 

I. Uncheck the Billable column on the Expense Report page

 

1. Navigate to Transactions > Employees > Enter Expense Reports > List

2. Click Edit on the Expense Report

3. Navigate to Expenses Tab

4. Remove the check mark on Billable column

5. Click Save

 

*Note: You should re-open the Accounting Period if the Expense Report was posted on a closed Period. You may use alternate solution II if you do not want to re-open the Accounting Period.

 

Or

 

II. Bill the Billable Expenses with zero (0) amount.

 

1. Navigate to Transactions > Customers > Invoice Billable Customers

2. Check the Expenses box

2. Click the Invoice link for the customer to be billed

3. Navigate to Items tab > Billable Expenses tab

4. Check the Apply column beside the Billable Expense

4. Enter zero (0.00) on the Bill Amount column

4. Click Save.

**Note : The invoice has no impact on their financials.