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How to create Expense record on Invoice Ninja

How to create Expense record on Invoice Ninja

In our preceding article we have been briefed on how to create Quote on Invoice Ninja. Today you will be explained about how to create Expense Record on Invoice Ninja. Invoice Ninja is a free, open-source solution for invoicing and billing customers. The concerned clients can print the invoices, download them as PDF files, and even pay the vendor from online from within the system. It also supports 45 integrated payment gateways to send invoices to customers within seconds.

Expense Record Procedure

To start with the creation of Expense Record, log in to Invoice Ninja application with your credentials. The dashboard appears on the screen with all the required options.

Go to the expense tab in the left pane of the menu bar and click the Enter Expense option to create a new one.

Provide the required details needed to create an expenses record.

You can also convert currency to any other currency and also apply taxes to the expenses record.

After entering the details for the expense record and save the changes.

A New expense record has been created successfully in this system.

A new expense record is added successfully on Invoice Ninja. Stay tuned to know about how to create task in Invoice Ninja in our upcoming articles.

Tag : Invoice Ninja
FAQ
Q
What are the expenses are in Expense record on Invoice Ninja?
A
Edit Expense: Edit the expense information on the Edit Expenses page.
Invoice Expense: Convert the expense to a client invoice.
Archive Expense: Click here to archive the expense. It will be archived and removed from the Expenses list page.
Delete Expense: Click here to delete the expense. It will be deleted and removed from the Expenses list page.
Q
What are the status colour in Expense record on Invoice Ninja?
A
Status: The current status of the expense: Logged (blue), Pending (orange), Invoiced (gray), Paid (green)
Q
What are the features in Expense record on Invoice Ninja?
A
First, let’s take a look at the various columns in the Expenses table from left to right:

Vendor: The name of the vendor
Client: The name of the client for whom the expense is relevant
Expense: Date The date the expense occurred
Amount: The expense amount
Category: The assigned category of the expe
Q
How do I create an invoice after receiving a payment?
A
Create a zap with the value ‘Paid’ set to total amount.
Q
Which payment gateways support auto billing?
A
Auto billing is available with WePay, Stripe and Braintree.