Search Knowledge Base Articles

Converting Billable Expense to Invoice

In Zuriey CRM, you can easily convert a billable expense into an invoice. Here’s how to do it:

  1. Create a Billable Expense: First, ensure that you have created a billable expense by selecting the customer and checking the Billable checkbox when recording the expense.
  2. Locate the Convert to Invoice Button: After saving the billable expense, you will see a Convert to Invoice button associated with that expense.
  3. Convert to Invoice: Click on the Convert to Invoice button. This action will automatically create an invoice populated with all relevant information from the expense.
  4. Save as Draft (Optional): If you prefer, you can choose to convert the expense and save the invoice as a draft instead of finalizing it immediately. This allows you to make any necessary adjustments before sending it to the customer.

By following these steps, you can efficiently manage your billing process and ensure that all billable expenses are accurately reflected in your invoices within Zuriey CRM.

Did you find this article useful?

Related Articles

  • Record Expense

    To add a new expense in Zuriey CRM, follow these steps: Navigate to Expenses: Click on the...

  • Billable Expense

    In Zuriey CRM, you have the ability to create billable expenses for your customers. Here’...

  • Creating Recurring Expense

    Setting Up Recurring Expenses in Zuriey CRM Setting up recurring expenses in Zuriey CRM is...

  • Expense Reports

    Expense Reporting in Zuriey CRM Zuriey CRM provides three types of reports for tracking and ana...