Log each cost in Money, keep its receipt with it, and pass client costs on to the right invoice.

Log an expense

  1. Open the Money workstation and go to Expenses.
  2. Click Log an expense.
  3. Fill in What it was for, Category, Amount and Date. Who you paid is optional.
  4. Click Attach receipt if you have one, then click Add. The expense appears in the list.

To add a note later, open the ⋯ menu on the expense and click Edit.

Choose who it's for

Pick a client under Who it's for when you plan to pass the cost on. Leave it as Company expense when your business absorbs it. The list groups expenses by client, with company costs under Company. Switch between All, Clients and Company to narrow it.

Bill a client for an expense

  1. Create a draft invoice for that client first.
  2. Open the ⋯ menu on the expense and click Add to invoice, then pick the draft. The expense becomes a line item and the draft total updates.
  3. Or start the invoice from New invoice: Money offers that client's unbilled expenses as checkboxes.

An expense can go on one invoice only, and only on a draft for the same client. Once billed, it shows Invoiced.

Before you send

Check the line items and total. Your client sees the line item, not the receipt, which stays with the expense in Money. Once sent, the invoice can't be edited.