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Converting an Expense to an Invoice

In Quotify CRM, only billable expenses can be converted into invoices. This allows you to easily charge your customers for reimbursable costs.

Make sure the expense is marked as billable
– When creating the expense, select a customer and check the “Billable” box.
After saving the expense, you’ll see a button labeled:
Convert to Invoice
Click the button
– An invoice will be auto-generated with all the relevant expense details pre-filled (amount, taxes, notes, etc.).
You can either:
- Send the invoice immediately, or
- Save it as Draft and edit before sending.

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