Invoicing a Customer

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SteveF999
SteveF999 Expensify Customer Posts: 2 Expensify Newcomer
in Day to Day

does a customer have to be set up as a user in my group policy, to be able to send them an invoice? I went through all the setup steps for invoicing, and when I click on SEND, only approved users appear. It won't let me type in an email address of a customer, or vendor

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  • Maddy Lewis
    Maddy Lewis Expensify Team, Expensify Student Ambassador Posts: 120 Expensify Team
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    Hi @SteveF999 - When creating invoices in Expensify you'll want to make sure of two things:

    • You created the report on the policy that has invoicing enabled
    • You change the report type from Expense Report to Invoice

    Once the report is listed as an invoice rather than an expense report, when you click Send, you'll be able to add anyone's email address to the To field:

    image.png

    I hope that clears things up, but let me know if you have other questions around this!

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