How to reimburse bank fees to a customer
How do I create an invoice for reimbursement of eftpos fees to a customer, I can not tick the billable section when entering the bill so can not transfer, what am I doing wrong.
Best Answer
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Hi Kerrie
Just to confirm ... you're wanting to invoice a customer for on-charging of an EFTPOS Fee you've incurred, yes ? (Rather than "reimburse to a customer" ?)
An expense doesn't need to be allocated to a customer in order for you to invoice it but it sounds like you may be allocating it to a non-applicable account.
- Is the bill you've entered, for the specific fee you want to on-charge to the customer?
- What account have you allocated it to ?
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Answers
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Hi Acctd4,
your answer to my question triggered the brain cells, thanks I worked out what I was doing wrong. You are correct, i was wanting to invoice for the Eftpos fees I had incurred on their behalf, I had entered it as an expense, once I changed that to an item it all worked. Thank you very much.
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No problem Kerrie 😁
Just to clarify though, Expenses (via account selection), Time, Items & Mileage can all be on-charged to a Customer so I think the issue may have been something else ... maybe to do with your Preferences ?
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