I’ve just joined Quickfile for my sole trader business and I’d like to get everythoing right form the start (if possible!).
I need to invoice a client for a fee they are paying me, but it also includes the cost of my train fare.
How to I categorise the train fare in the inovice? I have created an item called ‘travel’ but in the description field under ‘additional line settings’ it automatically allocates it to ‘general sales’ - presumably that’s not correct? I can’t see a relevant category for travel - can anyone advise?
Also, in banking where I can see the train fare coming out of my account - how would I tag this? …and how does it sync up with the fare reimbursement I’m invoicing the client for?
Many thanks in advance.