now the next part of our little story involves billing customers for expenses
expenses that have been marked as billable will show in the unbilled cost by job report
of course it will show their until it is placed on an invoice let's take a look at this report
from the main menu click reports jobs time and mileage unbilled cost by job after we click it
we see that Kirschbaum for the South Woods Road job has a check for supplies expense that we
have not yet built him for and he has a bill for repair expense both of these directly relate to
the job on South Woods Road he agreed to pay both of these and reimburse us for these two
particular expenses because this report is so very important when managing your relationship
with customers we should click view and then add unbuild cost by job to the icon bar then click OK
and now it will conveniently open from the icon bar and now let's look at our first example let's
imagine on February 25th we build Kirschbaum for an additional five percent of the South Woods
Road job will include $400 of supplies that we paid for On February 15th let's take a look at
how to build the client for this expense from the icon bar we click invoice now we want to put the
date of the invoice which we said was February 25th so we have to go forward to February 25th
of 2017 now look what happens at the moment we choose the South Woods Road job the first thing
it asks us is is this the estimate that we're making the invoice for we click on it because it
can be the only one and we click OK and then it asks us if we're going to make the estimate for
the roommate make the invoice for the remaining estimate or a percentage of the estimate and of
course we know from the instructions that it's supposed to be just 5% of the job so we click OK
and 5% of the job comes on to the invoice just like it did in Prior videos but notice this box
popped up billable time cost the customer a job you've selected has outstanding billable time
and/or cost do you want to select the outstanding billable time and cost to add to this invoice in
this case yes so if we click OK then the window that opens up is the choose billable time and
cost window notice you can put not only expenses on an invoice for a client for a job but you could
select specific items if you've marked them as billable and in future videos we will learn
how to record vehicle mileage and time that we can record and Marcus ville billable and if so
they would appear in this window choose billable time and cost in our example you can see the only
unbuild time or cost that we have for Kirschbaum are expenses we have two of them we click here
and we notice we're both here now we were told in the instructions that on this particular invoice
we're only adding to this invoice the supplies from Staples that were purchased on February
15th this will remain this repair On February 20 will remain unbilled until a future invoice
so only this one only this expense is going to be added to this invoice we click OK and if you
scroll down you will see that as we scroll down you can see the two change orders the
were on the estimate associated with this invoice and when we get to the bottom we
can see that QuickBooks added to this invoice for $400 of supplies we can click Save & new
or save and close but the most interesting thing is when you open the unbuilt cost by job you see
that the four hundred dollar check for supplies is no longer on the unbuilt cost by job that's
because it has been added to the invoice and of course the most important report is right
here the profit and loss by job when we look at the South Woods Road job under Kirschbaum
we can see that supplies expense has changed from 400 to zero and the reason it became zero
is because originally on February 15th we bought supplies and associated it with the Kirschbaum
job but then on February 22nd we have put those supplies on an invoice and asked Kirschbaum to
pay for them if Kirsh Bound is paying for them then we do not have supplies expense for the
Kirsh bound job and that's how it works and now let's build Kirschbaum for the repair on February
27 we build Kirschbaum for an additional 10% of the South Woods Road job and we will include on
the February 27th invoice the 350 dollar repair job that we received the bill for from Rex On
February 20 again we opened the invoice window we move the date forward to February 27 of 2017
choose the Kirschbaum job specifically South Woods Road we know that this is the estimate click OK we
know that we're putting in 10% of the estimate because that's what we completed since the last
end voice we click OK now it's asking us if we want to use the billable time or cost we click
OK and we can see we have one expense remaining this 350 dollars we click here to select it and
then click ok and we know that it's all the way down at the bottom past the change orders
but this 350 dollar repair has been added to the invoice because we're asking Kirschbaum to
pay for it now all we have to do is click Save and close and again we're not applying credits
at this moment when we look at the unbilled cost by job there's nothing left because we just build
our last billable expense and when we look at the profit and loss by job we can see that the South
Woods Road job has no expenses because this repair expense that was three hundred and fifty dollars
just a couple of minutes ago is now zero it became zero at the minute we passed it on to our client
Kirschbaum we passed it on to him by way of putting it on an invoice and asking him to pay