Launch
Grant Thornton Professional services02893-01Solar Century Africa Energy engineering 73992-01
  1. Getting started
  2. The organization
  3. Project management
  4. Task management
  5. Budgeting
  6. Change management
  7. Resource allocation
  8. Time tracking
  9. Expenses
  10. Clients and invoicing
  11. Leave tracking
  12. Real-time reporting
  13. Proposals
  14. Templates
  15. Integrations
  16. Account settings
  17. Open API

Invoicing expenses

A quick example showing how easy it is to include expenses in invoices.

In this example, we are going to invoice a single expense, but usually you can submit many expenses along with other billable items like, hours or line-items. For more details after this example check out invoicing.

Please see expense configurations to define how tips and taxes are invoiced.

Screen shot in missionX
LabelFeatureDescription
ACreate invoice tabFrom Clients and Invoicing in the Organization workspace select the "Create invoices" tab to generate invoices from project data.
BInvoicable items

An automated list of invoicable items that match your filter criteria, dates, currency, type of invoicable items.

Here we see just one item (the expense we want to invoice) and it is preselected for us ready to invoice.

CGenerate invoicesThis will generate your invoice or invoices, ready for review and finalization.
DRefine your view

A quick an easy way to refine your view based on type of item to invoice (hours, milestones, line-items, expenses) and status (ready to invoice, needs approval etc..)

Here we have selected to see only "Expenses"

View the invoice

Here is the example invoice we created.

Invoices in detail

Learn more about invoicing in missionX... or just try it, it's pretty easy.