Update expenses on an invoice

With advaise.app you have the flexibility to manually update expenses charged to an invoice. This feature enables you to make adjustments as needed to ensure your invoices accurately reflect the agreed-upon terms. This may be due to adjustments to a disputed invoice or agreed changes with the client. Here's how to update expenses charged to an invoice:

Open the relevant invoice, navigate to the details tab, then open the expenses section.

Select the booking to be adjusted and make updates to the fields as follows:

• Expense Name: Modify the expense name if necessary to better describe what the cost relates to.
• Expense category: Modify the expense category if necessary to better describe the category of expense.
• Value: Change the value of the expense, ensuring it aligns with the agreed-upon amount.
• Sales Tax Rate: Adjust the sales tax rate as required to meet tax regulations or client-specific terms.
• Description: Edit the description to provide more context or clarity regarding the expense or why it was updated. The description is for internal purpose only and does not appear on the invoice document.

Adjustments will only affect the invoiced amount. There is no adjustment to the cost of this expense on the engagement.

By offering the ability to manually update expense details on an invoice, advaise.app empowers you to maintain accuracy and transparency in your billing process. This flexibility ensures that your clients receive invoices that align precisely with the terms of your professional services engagement.