Converting Billable Expense to Invoice

This article explains how to streamline your billing process by converting billable expenses directly into invoices within Thulo Cloud.

Converting Billable Expenses to Invoices:

1. When creating a new expense, ensure it's marked as "Billable." This enables the invoice conversion option.

2. After saving the billable expense, you'll see a button labeled "Convert to Invoice".
   

Two Conversion Options:

• Direct Invoice Creation: Choosing "Convert" automatically generates a new invoice populated with all the expense details.
• Draft Invoice Creation: Alternatively, you can choose to "Convert and Save as Draft." This creates a draft invoice you can review and edit before finalizing.

Benefits of Converting Billable Expenses:

• Save Time: Eliminate the need for manual data entry by converting expenses directly into invoices.
• Reduce Errors: Minimize the risk of errors by automatically transferring expense details to invoices.
• Improved Workflow: Streamline your billing process by seamlessly converting billable expenses to invoices.

By utilizing this functionality in Thulo Cloud, you can save time, improve accuracy, and create a more efficient billing workflow for your business.