Importing Expenses to Invoices

Here you will learn how to include expenses in invoices in TMetric to get reimbursed for them.

The invoice includes expenses that meet the following conditions:

• The expense creation date is within the selected period (Time Range in the invoice).
• The expense belongs to one of the selected projects in the invoice.
• The expense currency matches the project currency.
• The expense is billable.
• The expense is not invoiced.

When you create an invoice, you have the option to add expenses to it. This allows you to bill your client directly while providing transparency and reducing budget-related concerns.

To add expenses to an invoice

1. Go to Invoices in the sidebar. 

2. Click the New Invoice button.

3. Leave the invoice type as default (Create an invoice for tracked time and expenses).

4. Pick a client, project and provide the other details for the invoice.

5. Leave the Include Expenses switch turned on.

6. In the Expense Grouping drop-down list, choose the type you need:

• By person expenses - expenses are grouped by user and by project, and displayed in a single row on the invoice.
• By project expenses - expenses are grouped only by project. One row is created in the invoice for each unique project.
• By category expenses - expenses are grouped by category and by project. For each unique project-category pair, one row is created in the invoice.
• Detailed Line Items - expenses are not grouped in the invoice. Each expense is displayed as a separate row.

7. Click the Preview Draft button and you will see the workspace members’ expenses.