← Help Center

Track Expenses

Record business expenses and assign them to clients. Billable expenses appear as line items when you create an invoice.

Add an expense

  1. Click Expenses in the navigation bar.
  2. Click the New Expense button.
  3. Enter the Amount, Vendor, and Date. All three fields are required.
  4. Optionally, type a Category (for example, "Software" or "Hosting") and add Notes.
  5. Click Create Expense to save the record.
New Expense form with fields for Amount, Vendor, Date, Category, Notes, a Bill to client section, and a Recurring expense section.
The New Expense form. Fill in the amount, vendor, and date to record a cost.

Assign an expense to a client

To bill a client for an expense, use the Bill to client section on the expense form.

  1. Open the Client dropdown in the Bill to client section.
  2. Select the client you want to bill.

When you create an invoice for that client, the expense appears as a line item.

The Client field is optional. Leave it blank if the expense is not billable.

Set up a recurring expense

If an expense repeats on a schedule, use the Recurring expense section.

  1. Open the Frequency dropdown and select Daily, Weekly, Monthly, or Yearly.
  2. Optionally, set an Ends date to stop the recurrence.

Related guides