Covered in this article:
- Invoicing Overview
- Set up Invoicing on a Policy
- Create Invoices (on the web)
- Create Invoices by Rebilling Expenses
- Create Invoices (on the mobile app)
- Send your Invoice
Expensify's invoicing feature is available when you have a Team or Corporate policy and allows you to create and send invoices. These invoices can be sent to anyone, whether or not they have an Expensify account.
Invoices can be created from scratch or from existing expense reports. Invoices are different from expense reports in that they are sent outside of the company.
Set up Invoicing on a Policy
To enable invoicing, select Admin > Policies > [Select Policy] > Invoicing. Here, you will also be able to customize your invoices:
Create Invoices (on web)
This method will allow you to create a brand new invoice from scratch. To do this, click the arrow next to the New Report button and click Invoice.
Once you do this, you will be taken to a new screen to create, customize, and send your invoice.
For recurring invoices, we recommend clicking the copy button on the Reports page to copy an existing invoice.
Create Invoices By Rebilling Expenses
This method allows you to create an invoice from the billable expenses contained on expense reports.
From the Reports page, check the boxes next to the expense reports you want to rebill, then click Rebill Expenses.
Once you do this, you will be taken to a new screen where an invoice will have been created from the billable expenses on these expense reports.
Just a note: You can only rebill expenses that are on Approved or Reimbursed reports.
Create Invoices (on the mobile app)
Invoices can also be created from the Expensify mobile app. To do so, simply choose Invoice when creating a new report. You will then be able to customize the invoice just as you would from the web!
Send Your Invoice
Once you are ready to send your invoice, click the Send button. You can then specify who you are sending the invoice to, the due date, and other details.
Once you send someone an invoice, they will have the option to pay that invoice through Expensify. If they pay it outside of Expensify, you can mark it as paid.