How to Create an Expense

Expenses (services) are available for creation and editing only from the Invoice card — for those invoice types that support them (e.g., not applicable to freight invoices).

Step-by-Step Guide

1. Open the Invoice Card

   • To open the Invoice card, create a new invoice or edit an existing entry in the List of Invoices.

2. Click the ‘Add Expense’ Button

   • In the Services tab of the invoice, click

     Add Expense

     .

3. Fill in the Expense Card

   • A new Expense card will open.

   • Enter the required details for the service or expense.

4. Save the Entry

   • After completing the form, click

     Ok

     to add the expense to the invoice.