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Creating a Billable Expense for a Customer

You can easily record expenses and mark them as billable—allowing you to convert them into an invoice later.

Go to:
Expenses -> Record Expense
Fill in the expense details, including:
- Expense Name
- Category
- Date
- Amount
- Payment Mode
- Notes (optional)
Select a Customer:
- Once a customer is selected, a “Billable” checkbox will appear.
Mark as Billable:
- Check the Billable box to link this expense to the customer.
- You will now be able to convert this expense to an invoice from the expense table.

If no customer is selected → Expense uses base currency.
If customer is selected and marked billable:
- Expense currency changes to customer’s currency, unless it's the same as the system’s base currency—in that case, it stays unchanged.

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