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Question

How do I attach expense reports to invoices?

Solution

Step 1:

  • Navigate to Project > List.
  • Click the edit pencil icon to open the desired project.
  • Select Billing from the left menu, then select the Contacts tab.
  • Under INVOICE DELIVERY OPTIONS, in the To E-mail field, enter the e-mail address of an internal resource who will attach expense details to the invoice. 



Step 2:

Step 3:

  • The internal resource can then attach an Expense Details Report or other report containing the required details to the e-mail or PDF file as a combined invoice, and forward it to the end customer.

Additional Information

Help Docs - Project Billing


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