Receipts may be required by your customers as part of the "proof" of your invoice fee. Rather than having to compile a separate report receipts can be automatically included in customer invoices. Below steps explains how you can check it
Check Invoice Type Category
Go to System > Setup Finance > Invoice Type Category and
- Select 'Expense' under Invoice Item Type.
- Make sure 'Copy files or receipts from expenses to invoice' is checked in
- Click on save
Click on the pencil next to your expenses item type or tab and check it also has 'Copy files or receipts' enabled.
Review or Create a Claim with Receipt/Project Assigned
Go to Expense > Claims > Create or review a claim which has the following
- Expense Type for example 'Computer & Electronics'
- Amount
- Receipt attached to a claim
- Classification to a billable Project, Task and Customer (make sure it is marked as billable)
Don't forget to submit / approve the claim, only approved expenses can be billed
Create a Customer Invoice from your Project
Go to Manage > Billing > Billing Summary and you will find all Projects with amounts ready to bill:
- Filter out billable time or expense entries based on date, if desired (blank = since way back until today)
- Select the project your claim was classified to, and put a check in the 'Bill this project' column
- Select 'Regular Invoice' type (if more than one) and confirm
- Your new invoice will be displayed (with the expense claim item from above highlighted in purple) along with other expense items against that project. Save the invoice and click 'Print' button to view the PDF file which has the receipt attached to it
Click here for more information on billing from a project.
Review Receipt
View the Invoice in PDF format and receipt shown as highlighted. Receipts are unfortunately not in any particular order (we are working on that part !)