To add a billable item, such as postage, to a client’s account, you can easily do so from the client billing tab. Billable items are typically used for expenses, rather than time spent, and allow you to record both the internal cost of the expense and the rate charged to the client.
Steps to Add a Billable Item:
Navigate to the client billing tab and select ‘Add a Billable Item’ from the yellow ribbon at the bottom.
Fill out the form for the billable item, including:- Internal Cost: The firm's cost for the expense.
- Client Rate Amount: The amount you are charging the client.
Once you've entered the necessary information, click Save to add the billable item.
This process ensures that the expense is properly documented and billed to the client
**For the internal cost to be considered in the Client Revenue report, you will need to enable the "Track Costs for User and Expenses" setting in the Admin->Settings->User section.