Expenses

You can add an expense to any of your projects. These might be things like hosting plans, software licenses, or meals.

Create an Expense

To create a new expense, click the Create Expense button.

Create expense
Create expense modal

Fields

FieldDescriptionRequired
ProjectProject for the expenseYes
DescriptionDescription of the expense that appears on the invoiceYes
QuantityNumber of units in expenseYes
Expense DateDate of the expenseYes
Expense is TaxableIf checked, applies sales tax according to customer's locationNo
Unit PriceAmount per unit of expenseYes

Edit an Expense

To edit an expense, click the Edit Expense icon.

Edit expense
Edit expense button

Delete an Expense

To delete an expense, click the Delete Expense icon.

Delete expense
Delete expense button
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