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How-to: Create and send invoices (web) (mobile)

Stevie LaFortuneStevie LaFortune Expensify Team Posts: 153 Expensify Team
edited July 24 in How-to Docs

Invoicing overview

Expensify is available on both group and individual policies. This features allows you to create and send invoices, which can be sent to anyone, whether or not they have an Expensify account. 

Invoices can be created from scratch or from existing expense reports that contain billable expenses. Invoices are different from expense reports in that they are sent outside of the company. 

Set up invoicing on your policy

Invoicing settings can be found by navigating to Settings > Policies > Group > [Select Policy] > Invoicing if you are using a group policy, or Settings > Policies > Individual > [Select Policy] > Invoicing if you are using only your personal policy. 

Here, you will also be able to customize your invoices:

Create invoices (on web)

Once you've enabled Invoicing, you'll be able to create brand new invoices. From the Reports page, click the arrow next to the New Report button and click Invoice to create an invoice from scratch.

Once you do this, you will be taken to the invoice view to create, customize, and send your invoice. 

For recurring invoices, we recommend clicking the copy button on the Reports page to copy an existing invoice.

Create invoices by rebilling expenses

This method allows you to create an invoice from the billable expenses contained on expense reports.

From the Reports page, select the expense reports you want to rebill, then click Rebill Expenses.

Once you do this, you will be taken to a new screen where an invoice will have been created from the billable expenses on these expense reports.

Just a note: You can only rebill expenses that are on a Closed, Approved, or Reimbursed report.

Create invoices on the mobile app

Invoices can also be created from the Expensify mobile app. 

You'll first need to create a report (using the '+' button on your Reports screen), and then switch this report to an invoice. Tap Edit

Tap Invoice to change this to an invoice. You will then be able to customize the invoice just as you would from the web! Add a logo, a due date, an address, any any payment instructions, then tap Save.

Send your invoice

Once you are ready to send your invoice, click the Send button (on web or mobile). You can then specify who you are sending the invoice to, the due date, and other details.

Once you send someone an invoice, they will have the option to pay that invoice through Expensify. If they pay it outside of Expensify, you can mark it as paid.

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