We have consultants traveling to client sites and billing our clients for travel expenses. I've got the consultants capturing these receipts, reviewing them, entering Expense information, they are Billable items showing in the Add to Invoice window and available to add to the invoice. That much works fine.
When the Billable Expenses are added to the invoice, the only information showing on the invoice from these Billable Expenses are the Date, Description and Amount fields. The Product/Service field sits empty and unused.
I have setup the Product and Services List with various categories of our billable travel expenses (e.g., lodging, airfare, transportation, meals). But if I choose a Product/Service for an added Billable Expense, QBO removes the Description and Date and zeroes out the Amount. All the information from the Expense is lost.
The Product and Services function seems tailor-made for what we're trying to do, but it doesn't work with Billable Expenses that have already been added to the invoice.
(I had thought that the Expense Item Details function might work to set a Product/Service for Billable Expenses before adding them to the invoice. But that doesn't work, either. None of the Product/Services I have created are available on that screen. Also, doing more research here I learned that the Item Details is intended just for use with inventory. Our travel expenses are not inventory.)
What am I missing?
