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Has there been an update on this topic? I am new to Tigerpaw and I am trying to figure out how to get an expense item on an invoice to the customer? Thank you!
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Expenses do not move into Parts & Labor like Time Logs do - mainly because they are supposed to be a replacement for an Expense Sheet that your techs would have to fill out. Therefore, Expenses are only for reporting purposes.
You can add a Special Item to the Parts & Labor window of a Service Order - and set the Estimated Cost of the item to the Expense Value, then make sure that "Display on Invoice" is not checked on the item. The cost will still be tracked but it won't display on the Invoice.
If you wish to pass this through to the customer, you would also want to set the Selling price on the item to the cost of the Expense. Make sure that the "Display on Invoice" check-mark IS checked and simply bill it through.
Special Note: If you do the above method, the expense will be tracked twice on the invoice analysis tab - if you make special items to bill expenses, please ignore the Expense section of the pie-chart.
I hope this helps!Comment
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