This article explains how to streamline your billing process by converting billable expenses directly into invoices within Thulo Cloud.
Converting Billable Expenses to Invoices:
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When creating a new expense, ensure it's marked as "Billable." This enables the invoice conversion option.
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After saving the billable expense, you'll see a button labeled "Convert to Invoice".
Two Conversion Options:
- Direct Invoice Creation: Choosing "Convert" automatically generates a new invoice populated with all the expense details.
- Draft Invoice Creation: Alternatively, you can choose to "Convert and Save as Draft." This creates a draft invoice you can review and edit before finalizing.
Benefits of Converting Billable Expenses:
- Save Time: Eliminate the need for manual data entry by converting expenses directly into invoices.
- Reduce Errors: Minimize the risk of errors by automatically transferring expense details to invoices.
- Improved Workflow: Streamline your billing process by seamlessly converting billable expenses to invoices.
By utilizing this functionality in Thulo Cloud, you can save time, improve accuracy, and create a more efficient billing workflow for your business.