Register recoverable expenses
Choose the correct expense type, recipient, date, amount, VAT treatment, description, and attachment. Clear descriptions matter because they often appear in internal checks or re-invoice preparation.
Examples include fines, rental costs, damage costs, other costs, and expenses connected to subcontractor or operational work.
Review invoiceable balances
The expense overview separates items that are already invoiced, still open, partially invoiced, held off, credited, or not yet invoiceable. Review balances before grouping items for a new re-invoice.
Check partial amounts: when only part of an expense has been invoiced, the remaining balance must still match the business decision.
Create a re-invoice
- Filter the expense list by recipient, project, date, or invoiceable state.
- Select the items that belong together and confirm that the amounts are final.
- Create the re-invoice and review the generated document before sending it.
Hold off, credit, or adjust
Use hold-off behavior when an amount should temporarily remain out of invoicing. Use credit notes when a sent re-invoice needs a financial correction. Add comments whenever the decision is not obvious from the numbers.