How Best to Use Expensify to Track Reimbursable Expenses to Bill My Clients

Brockm87

Hello,

I'm new to Expensify and kind of confused about the basics.  Any help would be greatly appreciated.

I am a software consultant, and often take business trips.  I need to easily track my travel-related expenses (flights, hotels, rental cars, eating out, etc) and receipts and easily invoice my clients to get reimbursed by them.  Is there an article about how best to do this with Expensify?

Thank you!
Brock

Stevie LaFortune

Hi @Brockm87, Great question!  Yes, you can mark those expenses as "billable" and also have tags that contain the clients name.  In the end, you'll be able to easily create an Invoice by filtering/selecting the billable expenses for December for "The Best Client Ever!"

Check out these Community pages for details.
How-to: Set up and add single tags
How-to: Set up billable expenses for a company policy
How to: Set up billable expenses for an individual policy

Christina Dobryzynski

Hi @Brockm87  - Long time since we last chatted! I just wanted to swing in with some updates regarding our Invoice feature. I see you've been billing your clients, which is great!

Just in case you ever want to send invoices to your clients/customers, we've made some changes to our invoices.

We've added:

• The ability to create and send invoices on the web and mobile app,
• The ability to receive Invoice payments via Venmo and PayPal.me,

Please feel free to reach out if you have any questions!