How-to: Rebill an expense as an invoice

Christina Dobryzynski

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 > Policies> Individual > [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.

Related articles:

• How-to: Set up invoicing on your policy
• How-to: Send multiple invoices to customers in bulk
• Deep Dive: Best Practices for Creating and Sending Invoices
• How-to: Set up billable expenses for a company policy
• How-to: Set up billable expenses for an individual policy
• How-to: Flag expenses as billable and/or reimbursable
• FAQ: Some of my expenses aren't showing the billable checkbox, why?