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Planview Customer Success Center

Why are expenses available for selection in invoicing when engagement setup is not to invoice expenses?

The invoicing was designed that way because some customers like to mark the expenses as ‘invoiced’.
They can then track the non-billable costs and associate them with either specific time periods or invoices (i.e. invoicing the services in a particular month and want the expenses to also be associated to that invoice or billing period). That is for reporting purposes.
Also if a customer decide to change their mind later on.
Including the existing expenses on an invoice can ensure they are not billed to the customer.
That can be done before changing the setting to ‘all expenses’, and only expenses from that point forward would be billable and appear on invoices with non-zero amounts. Otherwise, write off will need to be done for all existing expenses.