How do I add a project’s expenses to an invoice?
If you have recorded expenses for a project and you’d like to add those expenses to an invoice your first step is to create a new invoice for the project.
Click on the green Create menu in the top right of your screen and select New Invoice.
You’ll now be presented with the New Invoice screen. Make sure the correct client and project are selected on the invoice.
Now you’ll be able to add any recorded expenses to the invoice by selecting the Add Recorded Expenses option. You’ll find this link below the invoice’s line items.
Selecting this option triggers an overlay which lists all of your unbilled, recorded expenses for the invoice’s project.
You can select one or more line items in the overlay, hit Add, and your recorded expenses appear as line items on your invoice.
Harpoon then automatically tracks which recorded expenses have been added to invoices by giving those expenses a status of “Billed” on your Project Details screen. It’s an easy way to see at a glance which expenses you’ve already billed for vs. which expenses remain unbilled.
To learn more about the details of expenses view the Expenses support articles.