Add costs to an invoice

You can add single costs or multiple costs at once to an invoice, as required.

Add a single cost

To add a new cost to an invoice:

1. If required, navigate to the New Invoice - Draft screen:
   1. In the Business menu, select Invoices.
   2. On the Draft tile, drill down on the draft invoice you want to work with.
2. On the New Invoice - Draft screen, in a Costs section (if the invoice includes phases, there is a Costs section for each phase. If there are no phases, there is a single Costs section), click + Add A Cost.
3. On the Add new cost screen, provide the following information, as required.

   Field	Description
   Quantity	Number of cost items to include in the invoice.
   Search or create a new cost	The cost item that is to be included in the invoice. The text you type is matched against the cost items, stored in the Cost Admin database ( > Settings > Costs), so that you can select one of these items if you wish. Alternatively, you can just type in details of a new cost item (which is added to the invoice but not to the Cost Admin database).
   Unit Cost	The cost per item.
   Unit Price	The price of each item based on the Unit Cost and the markup. It is calculated automatically if you have a markup % set in your Organisation Settings > Cost > Markup %. However you can override the Markup % by specifying a different value in the Calculate Markup dialog, or by typing a value directly into the Unit Price field.
   Type	The type of cost item. Stock: a physical inventory item you receive from a supplier. Selecting Stock adds a step for receiving physical items in the purchase order process. Service: a non-tangible offering such as contractor fees, a service charge or freight charge.
   Cost Code	A reference code for the cost item, if applicable. Typically, this is a manufacturer or supplier reference code number for the item.
   Phase	Select a phase to assign this task to. If there are no phases on the invoice, the phase box is empty.
   Billable	Indicates if the cost is to be included in billable work. Toggle ON if work on the cost is to be billed, leave it OFF if it's not billable. If the cost is non-billable, the item quantity, cost and price details are included in the invoice, but with a zero total cost.
   Tax 1, Tax 2	The tax name and rate to apply to the invoice. If you have a second tax rate set up in your Organisation Settings > Financial settings, both rates are shown. Select the required rate.
   Cost Notes	Any comments or notes relating to the item.

4. Save & add your changes. The cost information is added to the current draft invoice (but not added to the cost items set up in the Cost Admin database: > Settings > Costs).

Add multiple costs at once

To add multiple costs to an invoice:

1. If required, navigate to the New Invoice - Draft screen:
   1. In the Business menu, select Invoices.
   2. On the Draft tile, drill down on the draft invoice you want to work with.
2. On the New Invoice - Draft screen, in a Costs section (if the invoice includes phases, there is a Costs section for each phase. If there are no phases, there is a single Costs section), click + Add Multiple Costs.

   The + Add Multiple Costs button is available only if you have no more than 1500 cost items on file in the Cost Admin database: > Settings > Costs).

3. On the Adding multiple costs screen, select one or more cost items to include in the invoice. The items listed are cost items stored in the Cost Admin database.

4. For each selected cost item, provide the following information, as required.

   Field	Description
   Quantity	The number of items to include in the invoice.
   Unit Cost	The unit cost of each item.
   Phase	Select a phase to assign this task to. If there are no phases on the invoice, the phase box is empty.
   Billable	If you want to include the cost of the item in the invoice, make sure that the Billable checkbox is selected.

5. Save & add your changes. The cost information is added to the current draft invoice.