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How-to: Rebill an expense as an invoice

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Christina Dobryzynski
Christina Dobryzynski Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 267 Expensify Team
edited April 25 in How-to Docs

Invoicing is available on both group and individual policies. If you have billing enabled for a policy, you'll have the option of rebilling an expense as an invoice to anyone, whether they have an Expensify account or not.

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

Enable billing on an Individual policy

  1. Log into your Expensify account using your preferred web browser (ie: Chrome or Safari,)
  2. Head to Settings PoliciesIndividual [Policy Name] Expenses
  3. Choose if you'd like to default all expenses as non-billable or billable under Expense Basics

Enabling billing on a Group policy

  1. Log into your Expensify account using your preferred web browser (ie: Chrome or Safari,)
  2. Head to Settings > Policies > Group [Policy Name] > Expenses,
  3. Choose if you'd like to default all expenses as non-billable or billable under Preferences

Rebill an expense as an invoice

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

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

Or, on a specific Report, select Rebill Expenses at the top of the page.

Once you do this, you will automatically be taken to the newly created invoice where you can send the invoice for payment.

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