Invoices - Add billable expenses to invoices to part-paid invoices
I would like a feature added so that we can add a billable expense to an Invoice even though a payment has been made by customer. It is crazy that you have to delete a deposit from a client so that you can then add a billable expense to the invoice for tracking. Customers pay a deposit then goods are ordered for their job.
Vicki Mills
shared this idea
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Cary-Ann D'Arcy
commented
Completely agree that being able to mark an outstanding billable expense as paid, ideally referencing the invoice number, is an important and useful addition to Xero. Likewise being able to add billable expenses to a part paid invoice.
Part of this invoicing issue for companies that quote full jobs with state payments is the ability to generate part invoices from the master invoice setup when a quote is converted to an invoice. This would be revolutionary!
At the moment we have to create the invoice for the whole job in Xero from a quote, then manually invoice the client outside of Xero using the Xero invoice number followed by a, b, c. Then record part payment in Xero against the real invoice. Very clunky & having to raise some manual invoices outside of Xero is not ideal/best practice.
Please do look at these add ons Xero developers.
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Steve Gardner
commented
This is needed otherwise the outstanding billable expense report rapidly becomes meaningless.
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Danny Butler
commented
Do Xero actually read or respond to these submissions?
Being unable to allocate a billable expense that arrives after an invoice is paid makes the billable expense report useless. Surely there is at least a work around for this?
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Michael Sturmey
commented
This is a simple change that would provide more control over customer invoicing and saves a great deal of time if invoices get out of sync.
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Aaron Parker
commented
Even just being able to mark billable expenses as invoiced (ideally referencing the invoice but I could live without that) would be great - The new outstanding billable expenses report is really good for finding the outstanding billable expenses but it's currently useless because there are so many where the invoice was manually created and not linked with the billable expense.
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Starpower Intergalactic
commented
I am also in favour of this feature. Would love to be able mark it against an invoice that is already paid. My scenario is that multiple people creating invoices don't always add expenses to the invoice correctly - going back to fix it in the round about way is not optimal.
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Steve Pearson
commented
I agree, its very time consuming to have to adjust the customer invoice later to add the billable expense for tracking purposes.