How Do I Bill a Client For an Expense?

How Do I Bill A Client For an Expense?


When you pay a vendor or case-related fee, you have the option to note that the payment is an expense directly on the check as a hard cost or as a soft cost.
 
Hard Cost
A new check (hard-cost) can be created from two places:
  1. Create a new check (hard-cost) from the Expenses tab of the matter:


  2. Create a new check (hard-cost) from the Quick Add Tool:



When entering the information for the check, be sure to check off the "Bill" option to save the payment as a client expense, then click save:





The client can then be billed by going 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:
  3. Scroll to the bottom and click Generate Invoice:

The selected expense is now an invoice!

Soft Cost

A new expense (soft-cost) can be created from two places:

  1. Create a new Expense (Soft cost) from the Expenses tab of the matter:



  2. Create a new Expense (Soft cost) from the Quick Add menu:



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 Generate Invoice(s):



The selected expense is now an invoice!

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