Billable expenses
The billable toggle decides whether a cost can be billed back to a client on an invoice. Only billable expenses can be added to an invoice.
Every expense has a Billable toggle that decides one thing: whether you can put this cost on an invoice and have the client reimburse it.
- Role
- OwnerAdminManager
Expenses are a manager-tier feature. Members never see expenses or their billable status.
What the toggle does
- Billable (on) — helper text reads "Can be billed to a client invoice." The expense is eligible to be added to a draft invoice.
- Non-billable (off) — helper text reads "Won't be billed." The expense is tracked and counted in your summaries, but cannot go on an invoice.
The toggle is on by default when you add an expense.
Filtering by billable status
On the expense list, the Billable (yes/no) filter lets you isolate the costs you intend to pass on to clients versus the ones you'll absorb.
Set Billable thoughtfully when you create the expense. Only billable expenses appear when you go to bill costs to an invoice — see Add to an invoice.
What happens next
When you build or edit a draft invoice for the client, billable expenses are available to add as lines. Non-billable ones are skipped. See Add to an invoice.