Marking an Expense as Reimbursable

If you bought materials or paid for something on behalf of a client that they agreed to reimburse, you can mark that expense as reimbursable in JobsPaid.

What "Reimbursable" Means

A reimbursable expense is one where the cost gets passed through to the customer — you paid it upfront, and the customer owes you that money back. Common examples:

• Materials purchased specifically for their job
• Permit fees paid on their behalf
• Subcontractor costs that you pass through

Marking an Expense as Reimbursable

1. Go to Dashboard → Expenses → + Add Expense
2. Enter the expense details
3. Toggle on Reimbursable (or check the Reimbursable box)
4. Select the customer it is associated with
5. Save

Adding Reimbursable Expenses to an Invoice

After marking expenses as reimbursable:

1. Open or create an invoice for that customer
2. In the line items section, tap Add from Expenses
3. Reimbursable expenses linked to that customer will appear
4. Select the ones to add → they become invoice line items
5. The total updates automatically

Tracking Reimbursement Status

Once a reimbursable expense is added to an invoice and the invoice is paid, the expense is automatically marked as Reimbursed in your expense list.

Tax Treatment

Reimbursed expenses are generally not deductible (since you are recovering the cost). Keep clear records of which expenses were reimbursed so your accountant can handle them correctly.