Best way to pass an expense on to a customer?

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Posted on by kjjson

Within QuickBooks and other systems, there is often an easy way to mark something as a "billable expense" or something similar to pass it on to a customer. Is there some way or add in that facilitates that outside of jobs, or is running everything through jobs the only way to handle this?

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YUN ZHU 102,942 Super User 2026 Season 2 on at

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Hi, as far as I know, this is only associated with the Project(Job) function, there is no other way.
Hopefully other experts can give you better advice.

Thanks.

ZHU

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Anita75 1,165 on at

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I would look at a customisation to handle this from the purchase invoice screen

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black_s 328 on at

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You can maybe use item charges on the sales documents to pass the expense

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IB-29041624-0 1,191 Moderator on at

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In Business central you will need a customization for that if you do not want to use the Jobs module.

You can also use a special order that means you will always register the sales order and then always create a purchase order based on an already existing sales order.

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Bilal Haider 485 on at

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I second NorthW that other than job you need to use Special Order.

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