Log an Expense
Expense entries let you record out-of-pocket costs associated with a case — such as filing fees, travel, or printing costs. You can log expenses from the global Billing page or directly from a case. Once saved, the expense appears in the case's Billing history and can be included when you draft an invoice.
Click Billing in the sidebar.
Click the Expenses sub-tab.
Click + New Expense (or press the global Create shortcut
c ee).In the expense form, select the Case and the Contact linked to the expense.
Enter the Date, Amount, and a Description of what the expense covered.
Optional: Upload a receipt by adding a file to the Receipt field.
Click Save.
Tip: You can also log expenses from within a case by opening the case, clicking the Billing tab, then the Expenses sub-tab.
Note: Expense entries can be added as line items to an invoice, making it easy to bill clients for costs you have already incurred. The expense amount and description flow directly into the invoice line item.
Related: Billing Overview · Log a Time Entry · Create an Invoice · Set Up a Flat Rate Fee