How Do I Bill a Client For an Expense?

How do I bill a client for an expense?


When you pay a vendor or matter-related fee, you have the option to record that payment as an expense directly through a check as a hard cost or as a soft cost.

 

Hard Cost


  1. Create a new check (hard-cost) from the Expenses tab of the Matter, or from the Quick Add menu




2. When filling out the check, check off the "Bill Client" option to save the payment as a client expense.


3. Save the check.



Soft Cost


  1. Create a new Expense(Soft Cost) from the Expenses tab of the Matter, or from the Quick Add menu



  1. When filling out the expense:

    1. Select the Matter from the dropdown menu

    2. Fill in a description of the expense (ex - Postage)

    3. Enter the numerical amount without a $

    4. Check off the Billable option

    5. Save the expense.




To bill the client for the expense, go to the Accounting section.


  1. Click the "+" on the green action bar and select Invoice Unbilled Activities.


2. Select the expense that you would like to create an Invoice for and click


3. Generate Invoice(s).


The selected Unbilled Activity is now an invoice!



If you would like to use trust funds to pay an expense, then you can apply the trust to the invoices



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