Other questions
Hi there, @jeffbean.
Thanks for getting back here. I appreciate also the information you shared about your concern. Please allow me to give additional details about making your items billable to your clients.
Item Details in the Bill or Expense will show your products and services for each type (Inventory, Non-inventory, and Service). Just make sure that the I purchase this product/service from a vendor box is checked, so you can select it on the drop-down. Here's how:
- Go to the Sales menu and choose Products and services.
- Look for the items you want to show on the drop-down and click Edit.
- Scroll down to the Purchasing information section and check the box for the I purchase this product/service from a vendor .
- Once done, select Save.
- Then, go back to the Bill or Expense form and go to the Item details section.
- Click the drop-down and you'll now see the products or service you need to add.
Also, when you enter your billable travel expense categories in the Category details section, the invoice will only show the Date, Description, and Amount. The category name itself will not appear because this is not a product or service. Categories are linked to accounts in your Chart of Accounts and a sales form requires an item. This is why selecting a product on invoices overwrites the info.
To help you with this, you can use the Description field of the expense or bill to input the details you want your clients to see. It will be automatically copied to the invoice and save you time.
For your reference, please see this article: Enter billable expenses.
Lastly, to help you keep track of what items you buy or sell, you can run several inventory reports. To get started, please visit this page: Use reports to see your sales and inventory status.
If you have further questions about making your products billable to the customer, please post a reply below. I'm always around to help. Have a good one.
