Billings Pro Help
Index

# Making an expense

Billings Pro has expense slips, which allow you to differentiate between earnings on your own products and services and expenses that you incur during the course of a project. It is useful to track expenses using these slips, because certain reports depend on them to accurately report total expenses and other information, and you can be sure that expenses are properly indicated to your clients in estimates and invoices.

## To make an expense

1. Select a client.
2. Select a project.
3. Choose Slips > New Expense Slip.
4. Enter the appropriate details. Note the following:
   - Be sure to choose the appropriate billing option from the Billable pop-up menu. You may wish for some expenses to be recorded but never invoiced. If so, choose My Eyes Only.
   - Type the date of the expense to be sure that it can be tracked properly and accurately reported later.
   - You may wish to record only the total of the expense, or, you can type the subtotal in the Amount field and apply taxes as to any other slip. Note that if you do so, and invoice the expense, its taxes will contribute to the total taxes on the invoice.
5. Click OK.

You can set up slip templates for regularly incurred expenses, as with other kinds of slips in Billings Pro.

## See also

Making an estimate slip

Making a working slip

Setting up a slip blueprint