How do I bill a client back for expenses?

You can turn any expense report into a clean, AP-friendly invoice for your client in two clicks. ExpenseBot generates a Google Doc invoice from the receipts in the report — no re-entry, no template hunting, no separate billing tool.

📋 How it works:

1. Tag receipts to a project, trip, or client (e.g. Acme Rebrand, Trip – Berlin, Client – Acme).
2. Run a Report filtered by that tag and date range — your usual flow.
3. Click "Bill Client" on the report card in My Reports.
4. Pick a markup % (or 0), confirm the client name, click Generate.
5. ExpenseBot creates a styled Google Doc invoice in your Drive with every receipt as a line item, totals, and your business info.

✏️ Edit before sending: The Google Doc is your private working copy. Tweak anything — descriptions, totals, add a thank-you note. Your client never sees the live Doc.

📄 Send as PDF (the right way to invoice): Download the PDF and email it to your client, or use the "Save as Draft" button to stage a draft in your Gmail with the PDF already attached. Send from your own address — no middleman, threads cleanly with the client's reply.

💼 Set your business info once: In Settings → Billing Profile, fill in your business name, address, tax/EIN/GST/VAT number (auto-labeled by country), and default payment terms. Every future invoice prefills from there. Optional — fill it in for invoice #1 if you'd rather, and we'll save it then.

💡 Works for any kind of "bill back":

• Freelance designers / developers / consultants billing clients for project expenses
• Agencies billing back ad spend, software subs, or travel as passthrough
• Wedding photographers billing couples for travel + assistant fees
• Anyone tracking expenses against a tag, trip, or project

🛡️ Privacy: The invoice Doc lives in your Drive — only you can see it. Your client receives the PDF only. The underlying expense spreadsheet stays private.

⚖️ Tax note: Tax treatment of reimbursable expenses depends on your jurisdiction (US sales tax, Canadian GST/HST, UK VAT, EU reverse-charge, etc.). Consult your accountant if your client requires a tax line on the invoice.