Ok. I create an estimate and give it a project tag. Estimate accepted and I do job.I have two rebillable expenses, both tagged to the project. Job finished and need to raise an invoice bringing all the above into it at the same time without repetition. Can this be done?
Cheers
Si
Hi @Simon_Keats
There are a few ways you could create an invoice, but I believe as you have expenses you are passing on, the rebillable expenses option would be the better option. Take a look at this topic for more information:
http://community.quickfile.co.uk/t/introducing-expense-rebilling/12422
The other way you could do it would be to convert the estimate (go into the estimate, and click ‘Convert to Invoice’). This will use the invoice lines as a basis.
However, what you can’t do, is use both the rebillable expenses and estimate conversion to the same invoice, so there may be some copy and pasting you will need to do between the pages I’m afraid.
I hope this helps.