Excluding expenses from invoices

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How do I exclude expenses from the invoices in Core?

When you are not billing expenses to your client, it means that expenses are part of your project's contract amount. You are not separately charging your clients for the expenses.

To set that billing rule for a project:

  1. Open the Projects screen in Core and select the relevant project in the list.
  2. In the detail view, go to the Rules & Contacts tab.
  3. Click Add Rule and select the rule ‘Include billable expenses in the contract amount’.
  4. Click Add and then exit. 

 Check Assign Rules to Projects for details.

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